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
726
$81K 0.01%
882
-2,765
727
$81K 0.01%
+3,087
728
$81K 0.01%
4,500
+3,124
729
$81K 0.01%
1,722
-2,756
730
$81K 0.01%
+2,584
731
$81K 0.01%
+7,503
732
$81K 0.01%
4,673
+138
733
$80K 0.01%
6,450
-26,781
734
$80K 0.01%
8,128
-27,803
735
$80K 0.01%
1,472
+261
736
$80K 0.01%
2,839
+2,614
737
$80K 0.01%
907
-7,021
738
$80K 0.01%
4,722
+1,909
739
$79K 0.01%
4,399
-1,799
740
$79K 0.01%
3,076
-24,754
741
$78K 0.01%
1,743
-5,924
742
$78K 0.01%
6,469
-10,412
743
$78K 0.01%
460
-1,065
744
$77K 0.01%
556
-976
745
$77K 0.01%
3,083
-13,268
746
$77K 0.01%
2,541
+1,712
747
$76K 0.01%
3,427
-32,103
748
$76K 0.01%
467
-2,673
749
$76K 0.01%
2,873
-822
750
$76K 0.01%
+3,700
28 29
30
31 32