IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
851
$57K 0.01%
1,142
-402
852
$57K 0.01%
1,349
+552
853
$57K 0.01%
826
-1,722
854
$57K 0.01%
1,160
+890
855
$57K 0.01%
4,061
-11,035
856
$57K 0.01%
1,770
-4,407
857
$57K 0.01%
1,677
-9,710
858
$57K 0.01%
1,819
-596
859
$57K 0.01%
953
-6,112
860
$56K 0.01%
5,640
-23,538
861
$56K 0.01%
1,087
-11,935
862
$56K 0.01%
3,570
-2,210
863
$56K 0.01%
+687
864
$56K 0.01%
1,012
-8,173
865
$55K 0.01%
6,600
-50,774
866
$55K 0.01%
4,700
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867
$55K 0.01%
4,341
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868
$55K 0.01%
+2,944
869
$55K 0.01%
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870
$54K 0.01%
+1,786
871
$54K 0.01%
1,365
-15,211
872
$54K 0.01%
525
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873
$54K 0.01%
386
-3,404
874
$54K 0.01%
739
-144
875
$54K 0.01%
799
-774
33 34
35
36 37