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
776
$71K 0.01%
111
-6
777
$70K 0.01%
+1,862
778
$70K 0.01%
894
+394
779
$70K 0.01%
2,530
-694
780
$70K 0.01%
+6,303
781
$69K 0.01%
2,590
-1,076
782
$69K 0.01%
1,948
-19,511
783
$69K 0.01%
510
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784
$69K 0.01%
+1,350
785
$68K 0.01%
2,201
-65,619
786
$68K 0.01%
1,642
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787
$68K 0.01%
9,430
-46,663
788
$68K 0.01%
2,250
-7,584
789
$68K 0.01%
+2,210
790
$68K 0.01%
1,133
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791
$67K 0.01%
10,137
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$67K 0.01%
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793
$67K 0.01%
2,477
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794
$66K 0.01%
1,530
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795
$66K 0.01%
6,938
-869
796
$66K 0.01%
711
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$66K 0.01%
878
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798
$66K 0.01%
331
-6,949
799
$66K 0.01%
+2,200
800
$65K 0.01%
1,281
+1
30 31
32
33 34