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
601
$119K 0.02%
1,103
-9,027
602
$118K 0.02%
1,602
-7,036
603
$118K 0.02%
2,781
-19,076
604
$118K 0.02%
+1,922
605
$117K 0.02%
2,474
-358
606
$117K 0.02%
7,395
+6,694
607
$117K 0.02%
2,731
-17,499
608
$117K 0.02%
+6,430
609
$117K 0.02%
3,655
+2,910
610
$117K 0.02%
566
-683
611
$116K 0.02%
3,628
-58,054
612
$116K 0.02%
3,316
-3,998
613
$115K 0.02%
3,835
-635
614
$114K 0.02%
2,551
+1,592
615
$114K 0.02%
12,674
-21,672
616
$113K 0.02%
+3,100
617
$113K 0.02%
2,297
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618
$112K 0.02%
487
-2,023
619
$112K 0.02%
+3,891
620
$112K 0.02%
7,160
-4,577
621
$112K 0.02%
2,606
-8,337
622
$112K 0.02%
2,933
-29,647
623
$111K 0.02%
3,445
-420
624
$110K 0.02%
2,742
+7
625
$109K 0.01%
1,237
-6,959
23 24
25
26 27