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
1851
$2K ﹤0.01%
27
-3,973
1852
$2K ﹤0.01%
85
-8,563
1853
$2K ﹤0.01%
1,048
-1,020
1854
$2K ﹤0.01%
30
-640
1855
$2K ﹤0.01%
15
-1,377
1856
$2K ﹤0.01%
173
+22
1857
$2K ﹤0.01%
38
-888
1858
$2K ﹤0.01%
204
-3,200
1859
$2K ﹤0.01%
+60
1860
$2K ﹤0.01%
11
-433
1861
$2K ﹤0.01%
43
+40
1862
$2K ﹤0.01%
119
-194
1863
$2K ﹤0.01%
8
-537
1864
$2K ﹤0.01%
407
-4,295
1865
$2K ﹤0.01%
+2
1866
$2K ﹤0.01%
32
-18
1867
$2K ﹤0.01%
+35
1868
$2K ﹤0.01%
27
-7,188
1869
$2K ﹤0.01%
175
-1,825
1870
$2K ﹤0.01%
100
+47
1871
$2K ﹤0.01%
148
-1,838
1872
$2K ﹤0.01%
60
-141,290
1873
$2K ﹤0.01%
50
-1,740
1874
$2K ﹤0.01%
19
-142
1875
$2K ﹤0.01%
+44
73 74
75
76 77