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
1876
$2K ﹤0.01%
39
-1,021
1877
$2K ﹤0.01%
100
-197
1878
$2K ﹤0.01%
+14
1879
$2K ﹤0.01%
184
-17,544
1880
$2K ﹤0.01%
11
-11,029
1881
$2K ﹤0.01%
130
-6,129
1882
$2K ﹤0.01%
50
-1,895
1883
$2K ﹤0.01%
100
-900
1884
$2K ﹤0.01%
60
-57
1885
$2K ﹤0.01%
72
-2,521
1886
$2K ﹤0.01%
68
-1,932
1887
$2K ﹤0.01%
15
-1,752
1888
$2K ﹤0.01%
28
-10,018
1889
$2K ﹤0.01%
+77
1890
$2K ﹤0.01%
69
-5,849
1891
$2K ﹤0.01%
217
-3,373
1892
$2K ﹤0.01%
50
-37,097
1893
$2K ﹤0.01%
+125
1894
$2K ﹤0.01%
+80
1895
$2K ﹤0.01%
19
-636
1896
$2K ﹤0.01%
160
-4,003
1897
$2K ﹤0.01%
+243
1898
$2K ﹤0.01%
15
-29
1899
$2K ﹤0.01%
150
-617
1900
$2K ﹤0.01%
120
-13
74 75
76
77 78