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
701
$87K 0.01%
3,964
-1,123
702
$87K 0.01%
16,037
+15,537
703
$86K 0.01%
3,465
+1,452
704
$86K 0.01%
4,835
+526
705
$86K 0.01%
+1,360
706
$86K 0.01%
3,276
+10
707
$85K 0.01%
4,581
-15,311
708
$85K 0.01%
+2,355
709
$84K 0.01%
6,000
-16,397
710
$84K 0.01%
1,908
+1,744
711
$84K 0.01%
2,651
-1,453
712
$84K 0.01%
+1,088
713
$84K 0.01%
240
-2,717
714
$83K 0.01%
1,165
+253
715
$83K 0.01%
1,164
-3,616
716
$83K 0.01%
1,153
-528
717
$83K 0.01%
1,414
+774
718
$83K 0.01%
463
-19,455
719
$83K 0.01%
452
-315
720
$82K 0.01%
2,290
+1,346
721
$82K 0.01%
925
-17,505
722
$82K 0.01%
3,400
-2,595
723
$82K 0.01%
2,353
-17,684
724
$82K 0.01%
241
+59
725
$81K 0.01%
10,057
-7,945
27 28
29
30 31