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
376
$283K 0.04%
1,170
-2,917
377
$280K 0.04%
8,770
+6,835
378
$280K 0.04%
3,537
-55,327
379
$279K 0.04%
3,517
-27,383
380
$279K 0.04%
3,733
-5,544
381
$278K 0.04%
12,800
-12,380
382
$277K 0.04%
1,817
-19,531
383
$276K 0.04%
2,670
-3,084
384
$274K 0.04%
4,166
-19,701
385
$271K 0.04%
3,753
+1,604
386
$270K 0.04%
+6,652
387
$269K 0.04%
2,501
-14,184
388
$269K 0.04%
2,808
-1,206
389
$269K 0.04%
7,248
-2,105
390
$266K 0.04%
14,250
-5,000
391
$266K 0.04%
4,746
-15,885
392
$263K 0.04%
+4,323
393
$261K 0.04%
4,253
-61,003
394
$261K 0.04%
4,664
-25,068
395
$259K 0.04%
+13,266
396
$253K 0.03%
25,173
+10,980
397
$252K 0.03%
2,450
-5,805
398
$251K 0.03%
3,045
+2,598
399
$250K 0.03%
1,440
-66,590
400
$250K 0.03%
+6,937
14 15
16
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