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
476
$182K 0.02%
3,817
-2,607
477
$180K 0.02%
7,503
+1,083
478
$178K 0.02%
6,949
-4,894
479
$178K 0.02%
9,236
-40,939
480
$177K 0.02%
7,377
+6,327
481
$176K 0.02%
1,248
+1,219
482
$176K 0.02%
37,658
-20,126
483
$176K 0.02%
1,997
-5,174
484
$175K 0.02%
3,180
-112,744
485
$175K 0.02%
1,498
-11,835
486
$174K 0.02%
888
-14,638
487
$173K 0.02%
3,830
-51,437
488
$172K 0.02%
1,647
-7,195
489
$171K 0.02%
13,644
-2,692
490
$171K 0.02%
1,891
-2,312
491
$169K 0.02%
2,214
+289
492
$169K 0.02%
1,277
-878
493
$169K 0.02%
9,472
+8,369
494
$169K 0.02%
+6,600
495
$167K 0.02%
+4,684
496
$166K 0.02%
2,080
-9,734
497
$166K 0.02%
636
-2,099
498
$165K 0.02%
1,932
-14,978
499
$163K 0.02%
2,242
-13
500
$163K 0.02%
1,899
-1,845
18 19
20
21 22