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
1901
$2K ﹤0.01%
+25
1902
$2K ﹤0.01%
+47
1903
$2K ﹤0.01%
216
1904
$2K ﹤0.01%
62
-22
1905
$2K ﹤0.01%
500
-884
1906
$2K ﹤0.01%
1
-104
1907
$2K ﹤0.01%
+135
1908
$2K ﹤0.01%
43
-1,261
1909
$2K ﹤0.01%
500
-2,395
1910
$2K ﹤0.01%
1,500
-4,825
1911
$2K ﹤0.01%
+600
1912
$2K ﹤0.01%
+200
1913
$2K ﹤0.01%
+50
1914
$2K ﹤0.01%
83
-1,329
1915
$2K ﹤0.01%
+91
1916
$2K ﹤0.01%
40
-1,452
1917
$2K ﹤0.01%
43
+11
1918
$2K ﹤0.01%
160
-15,880
1919
$1K ﹤0.01%
175
-9,266
1920
$1K ﹤0.01%
28
-194
1921
$1K ﹤0.01%
10
-207
1922
$1K ﹤0.01%
18
-336
1923
$1K ﹤0.01%
10
-2,427
1924
$1K ﹤0.01%
21
-1,567
1925
$1K ﹤0.01%
36
-4,160
75 76
77
78 79