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
651
$101K 0.01%
879
+58
652
$101K 0.01%
+4,583
653
$100K 0.01%
+17,040
654
$100K 0.01%
3,458
-1,834
655
$100K 0.01%
+4,036
656
$99K 0.01%
6,070
+3,137
657
$99K 0.01%
2,728
-8,360
658
$99K 0.01%
+2,601
659
$99K 0.01%
+3,131
660
$97K 0.01%
+2,859
661
$97K 0.01%
5,520
-128,076
662
$97K 0.01%
3,675
+3,293
663
$97K 0.01%
1,710
-1,424
664
$97K 0.01%
2,225
-3,703
665
$96K 0.01%
1,905
-1,600
666
$96K 0.01%
2,375
+112
667
$96K 0.01%
2,527
-14,029
668
$96K 0.01%
4,027
-2,443
669
$96K 0.01%
4,089
-11,891
670
$95K 0.01%
6,170
-5,650
671
$95K 0.01%
10,547
+8,046
672
$95K 0.01%
6,407
-1,204
673
$95K 0.01%
835
+732
674
$94K 0.01%
3,264
-23,490
675
$94K 0.01%
7,028
-12,972
25 26
27
28 29