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
876
$54K 0.01%
+1,786
877
$54K 0.01%
4,700
+1,441
878
$53K 0.01%
1,490
-1,494
879
$53K 0.01%
5,507
-23,128
880
$53K 0.01%
1,882
+1,042
881
$53K 0.01%
1,048
-59
882
$53K 0.01%
559
-238
883
$53K 0.01%
500
+350
884
$53K 0.01%
+3,027
885
$52K 0.01%
+1,050
886
$52K 0.01%
1,799
+1,687
887
$52K 0.01%
1,259
-1,302
888
$52K 0.01%
8,127
-10,400
889
$52K 0.01%
1,421
-11,077
890
$52K 0.01%
1,782
+1,594
891
$52K 0.01%
9,100
+5,990
892
$52K 0.01%
2,322
-788
893
$52K 0.01%
856
+726
894
$51K 0.01%
874
-8,868
895
$51K 0.01%
2,385
+2,376
896
$51K 0.01%
2,565
-1,241
897
$51K 0.01%
+1,623
898
$51K 0.01%
365
+76
899
$51K 0.01%
2,153
-5,768
900
$51K 0.01%
1,677
-60,416
34 35
36
37 38