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
4276
– –
-58
4277
– –
-10,908
4278
– –
-29
4279
– –
-268
4280
– –
-6
4281
– –
-5,208
4282
– –
-705
4283
– –
-3
4284
– –
-30
4285
– –
-718
4286
– –
-438
4287
– –
-21
4288
$0 ﹤0.01%
30
-200
4289
– –
-41
4290
– –
-54
4291
– –
-5,939
4292
– –
-202
4293
– –
-20,496
4294
– –
-4,014
4295
– –
-5,229
4296
– –
-966
4297
– –
-13
4298
– –
-200
4299
– –
-3,052
4300
– –
-30
169 170 171
172
173