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
1926
$1K ﹤0.01%
300
-61
1927
$1K ﹤0.01%
+10
1928
$1K ﹤0.01%
+40
1929
$1K ﹤0.01%
17
1930
$1K ﹤0.01%
+1,040
1931
$1K ﹤0.01%
+7
1932
$1K ﹤0.01%
20
-550
1933
$1K ﹤0.01%
65
-649
1934
$1K ﹤0.01%
200
-4,874
1935
$1K ﹤0.01%
+50
1936
$1K ﹤0.01%
16
-5,628
1937
$1K ﹤0.01%
132
-23,201
1938
$1K ﹤0.01%
3
-139
1939
$1K ﹤0.01%
557
-701
1940
$1K ﹤0.01%
15
-85
1941
$1K ﹤0.01%
201
+183
1942
$1K ﹤0.01%
20
-29,799
1943
$1K ﹤0.01%
2
-4
1944
$1K ﹤0.01%
+18
1945
$1K ﹤0.01%
11
-1,805
1946
$1K ﹤0.01%
50
-1,870
1947
$1K ﹤0.01%
180
-4,356
1948
$1K ﹤0.01%
+10
1949
$1K ﹤0.01%
+68
1950
$1K ﹤0.01%
124
-18,098
76 77
78
79 80