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
51
$2.76M 0.38%
58,957
-106,065
52
$2.74M 0.37%
34,014
-173,995
53
$2.7M 0.37%
77,754
-75,007
54
$2.7M 0.37%
10,410
-3,736
55
$2.65M 0.36%
15,396
+6,599
56
$2.65M 0.36%
20,534
+17,757
57
$2.63M 0.36%
72,135
-56,340
58
$2.58M 0.35%
24,824
-215,844
59
$2.57M 0.35%
299,876
+226,785
60
$2.56M 0.35%
49,559
+32,174
61
$2.56M 0.35%
119,290
+118,890
62
$2.56M 0.35%
20,782
-111,597
63
$2.53M 0.35%
68,064
+9,351
64
$2.47M 0.34%
20,347
+3,410
65
$2.46M 0.34%
41,820
-139,080
66
$2.42M 0.33%
106,566
+40,615
67
$2.42M 0.33%
99,575
+30,484
68
$2.4M 0.33%
25,519
-10,601
69
$2.4M 0.33%
20,148
-8,993
70
$2.36M 0.32%
197,733
+194,379
71
$2.35M 0.32%
32,812
+24,993
72
$2.34M 0.32%
+50,058
73
$2.29M 0.31%
+31,355
74
$2.29M 0.31%
21,882
-5,016
75
$2.26M 0.31%
42,166
-118,271
1 2
3
4 5