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
1951
$1K ﹤0.01%
+18
1952
$1K ﹤0.01%
15
-87
1953
$1K ﹤0.01%
26
-13,510
1954
$1K ﹤0.01%
20
-22,408
1955
$1K ﹤0.01%
13
-1,805
1956
$1K ﹤0.01%
48
-889
1957
$1K ﹤0.01%
+12
1958
$1K ﹤0.01%
24
-1,445
1959
$1K ﹤0.01%
460
-7,172
1960
$1K ﹤0.01%
+250
1961
$1K ﹤0.01%
5
-2,039
1962
$1K ﹤0.01%
33
-217
1963
$1K ﹤0.01%
+20
1964
$1K ﹤0.01%
11
-220
1965
$1K ﹤0.01%
299
-828
1966
$1K ﹤0.01%
+41
1967
$1K ﹤0.01%
+25
1968
$1K ﹤0.01%
32
-856
1969
$1K ﹤0.01%
17
-95
1970
$1K ﹤0.01%
510
-16,059
1971
$1K ﹤0.01%
18
-567
1972
$1K ﹤0.01%
12
-4,702
1973
$1K ﹤0.01%
+21
1974
$1K ﹤0.01%
30
-13,367
1975
$1K ﹤0.01%
50
-673
77 78
79
80 81