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
801
$65K 0.01%
1,064
-5,360
802
$65K 0.01%
1,735
-7,201
803
$65K 0.01%
1,810
804
$64K 0.01%
1,924
-703
805
$64K 0.01%
2,633
+44
806
$64K 0.01%
4,070
+1,028
807
$64K 0.01%
1,543
+1,502
808
$64K 0.01%
630
-6,557
809
$64K 0.01%
3,065
+1,064
810
$64K 0.01%
2,779
-18,471
811
$64K 0.01%
3,924
-2,977
812
$64K 0.01%
5,458
-16,572
813
$64K 0.01%
620
+520
814
$64K 0.01%
1,326
+1,169
815
$64K 0.01%
221
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816
$63K 0.01%
628
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817
$63K 0.01%
2,637
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818
$63K 0.01%
+10,529
819
$62K 0.01%
3,826
-131
820
$62K 0.01%
1,400
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821
$62K 0.01%
835
-349
822
$62K 0.01%
4,732
-9,710
823
$62K 0.01%
1,336
-7,415
824
$62K 0.01%
595
+76
825
$62K 0.01%
2,700
-3,565
31 32
33
34 35