IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$755M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.2M
3
+$6.87M
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$5.84M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.48M

Top Sells

1
+$25.4M
2
+$21.1M
3
+$17.4M
4
T icon
AT&T
T
+$15.6M
5
XOM icon
Exxon Mobil
XOM
+$13.9M

Sector Composition

1 Technology 5.95%
2 Financials 4.52%
3 Consumer Discretionary 4.29%
4 Communication Services 3.18%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$4K ﹤0.01%
78
-2
1752
$4K ﹤0.01%
60
-70
1753
$4K ﹤0.01%
+7
1754
$4K ﹤0.01%
270
-633
1755
$4K ﹤0.01%
+179
1756
$4K ﹤0.01%
331
-2,250
1757
$4K ﹤0.01%
+20
1758
$4K ﹤0.01%
+55
1759
$4K ﹤0.01%
200
+160
1760
$4K ﹤0.01%
+155
1761
$4K ﹤0.01%
+44
1762
$3K ﹤0.01%
100
+4
1763
$3K ﹤0.01%
+50
1764
$3K ﹤0.01%
41
+14
1765
$3K ﹤0.01%
58
-362
1766
$3K ﹤0.01%
200
-5,135
1767
$3K ﹤0.01%
100
-15,419
1768
$3K ﹤0.01%
29
1769
$3K ﹤0.01%
100
-2,006
1770
$3K ﹤0.01%
18
-1,504
1771
$3K ﹤0.01%
200
+149
1772
$3K ﹤0.01%
59
-3,917
1773
$3K ﹤0.01%
500
-10,500
1774
$3K ﹤0.01%
50
-17,482
1775
$3K ﹤0.01%
92
-3,364
69 70
71
72 73