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
1826
$2K ﹤0.01%
31
-928
1827
$2K ﹤0.01%
72
-244
1828
$2K ﹤0.01%
209
-10,484
1829
$2K ﹤0.01%
15
-193
1830
$2K ﹤0.01%
200
-800
1831
$2K ﹤0.01%
43
-2,265
1832
$2K ﹤0.01%
11
-10
1833
$2K ﹤0.01%
607
-2,514
1834
$2K ﹤0.01%
200
-627
1835
$2K ﹤0.01%
26
-20
1836
$2K ﹤0.01%
32
-1,233
1837
$2K ﹤0.01%
+54
1838
$2K ﹤0.01%
481
-4,762
1839
$2K ﹤0.01%
15
-1
1840
$2K ﹤0.01%
1
-9
1841
$2K ﹤0.01%
19
-394
1842
$2K ﹤0.01%
18
-632
1843
$2K ﹤0.01%
1,800
+1,500
1844
$2K ﹤0.01%
230
-3,608
1845
$2K ﹤0.01%
28
-948
1846
$2K ﹤0.01%
48
-2,754
1847
$2K ﹤0.01%
+134
1848
$2K ﹤0.01%
35
-1,379
1849
$2K ﹤0.01%
149
-1,243
1850
$2K ﹤0.01%
90
-1,951
72 73
74
75 76