We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2526
– –
-12,913
2527
– –
-8,309
2528
– –
-2,160
2529
– –
-467
2530
– –
-1,150
2531
– –
-9,642
2532
– –
-283
2533
– –
-876
2534
– –
-339
2535
– –
-10,876
2536
– –
-777
2537
– –
-2,349
2538
– –
-2,094
2539
– –
-140
2540
– –
-60
2541
– –
-1,500
2542
– –
-10
2543
– –
-118
2544
– –
-30
2545
– –
-247
2546
– –
-2,284
2547
– –
-2,794
2548
– –
-1,414
2549
– –
-2
2550
– –
-100
100 101
102
103 104