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
451
$201K 0.03%
5,743
+5,537
452
$200K 0.03%
2,967
-30,271
453
$200K 0.03%
1,696
-757
454
$200K 0.03%
3,722
-10,182
455
$199K 0.03%
8,030
-30,016
456
$199K 0.03%
4,359
-23,627
457
$198K 0.03%
1,542
-522
458
$197K 0.03%
1,989
+909
459
$195K 0.03%
+4,250
460
$195K 0.03%
6,583
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461
$193K 0.03%
447
-7,241
462
$193K 0.03%
2,671
-9,537
463
$192K 0.03%
10,957
-7,002
464
$190K 0.03%
10,550
+2,000
465
$189K 0.03%
11,345
-11,128
466
$188K 0.03%
+10,476
467
$187K 0.03%
1,774
-3,167
468
$187K 0.03%
1,309
-4,134
469
$186K 0.03%
760
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470
$185K 0.03%
11,126
-8,422
471
$185K 0.03%
6,405
-78,542
472
$184K 0.03%
9,427
-11,667
473
$183K 0.03%
4,979
+739
474
$183K 0.03%
3,497
-4,956
475
$183K 0.03%
+7,175
17 18
19
20 21