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
826
$62K 0.01%
552
-319
827
$61K 0.01%
+2,400
828
$61K 0.01%
+4,680
829
$61K 0.01%
2,827
-4,129
830
$61K 0.01%
866
-720
831
$61K 0.01%
+2,450
832
$60K 0.01%
1,818
-396
833
$60K 0.01%
1,705
-138,567
834
$59K 0.01%
2,382
-16,842
835
$59K 0.01%
1,450
-31,513
836
$59K 0.01%
3,606
+2,199
837
$59K 0.01%
750
+718
838
$59K 0.01%
4,318
+3,718
839
$59K 0.01%
1,078
+645
840
$59K 0.01%
+2,010
841
$59K 0.01%
1,242
-54,312
842
$59K 0.01%
2,890
+2,390
843
$58K 0.01%
4,300
+4,067
844
$58K 0.01%
1,869
+954
845
$58K 0.01%
264
-709
846
$58K 0.01%
+951
847
$58K 0.01%
389
+241
848
$58K 0.01%
751
-30,270
849
$58K 0.01%
807
-8,828
850
$57K 0.01%
357
-5,597
32 33
34
35 36