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
401
$247K 0.03%
11,898
+6,774
402
$246K 0.03%
15,995
+13,895
403
$244K 0.03%
1,516
-9,309
404
$241K 0.03%
9,651
+7,236
405
$240K 0.03%
2,025
-2,604
406
$238K 0.03%
2,656
-43,490
407
$238K 0.03%
6,171
+5,716
408
$238K 0.03%
3,774
+3,432
409
$238K 0.03%
8,882
-83,416
410
$237K 0.03%
18,348
-9,946
411
$237K 0.03%
4,366
-3,584
412
$235K 0.03%
2,148
-11,501
413
$232K 0.03%
845
-7,311
414
$228K 0.03%
3,873
+3,822
415
$228K 0.03%
3,583
-11,938
416
$227K 0.03%
8,592
-163,560
417
$227K 0.03%
7,628
-20,540
418
$225K 0.03%
7,378
-10,653
419
$225K 0.03%
2,016
-10,514
420
$223K 0.03%
3,518
-15,802
421
$223K 0.03%
6,771
-25,166
422
$222K 0.03%
4,279
+1,998
423
$221K 0.03%
5,156
-2,918
424
$220K 0.03%
20,479
-6,643
425
$220K 0.03%
1,373
-12,343
15 16
17
18 19