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
26
$3.73M 0.51%
115,834
+62,470
27
$3.7M 0.51%
71,526
+43,927
28
$3.68M 0.5%
68,226
+21,435
29
$3.61M 0.49%
+75,200
30
$3.52M 0.48%
17,590
-46,783
31
$3.46M 0.47%
146,323
-564,575
32
$3.46M 0.47%
106,412
+35,601
33
$3.39M 0.46%
31,004
-39,064
34
$3.32M 0.45%
28,147
-168,094
35
$3.29M 0.45%
23,500
-80,834
36
$3.17M 0.43%
55,169
-127,616
37
$3.16M 0.43%
36,866
-23,593
38
$3.15M 0.43%
104,554
-284,797
39
$3.14M 0.43%
46,338
+41,917
40
$2.99M 0.41%
+78,906
41
$2.98M 0.41%
36,772
-150,698
42
$2.96M 0.4%
19,283
-22,783
43
$2.93M 0.4%
49,493
-234,023
44
$2.92M 0.4%
+89,677
45
$2.89M 0.39%
26,033
-84,663
46
$2.86M 0.39%
7,514
-29,900
47
$2.85M 0.39%
252,225
+202,599
48
$2.8M 0.38%
62,978
+29,752
49
$2.8M 0.38%
47,700
-57,040
50
$2.78M 0.38%
42,868
-22,160
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