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
901
$51K 0.01%
1,395
-1,181
902
$51K 0.01%
499
+461
903
$50K 0.01%
270
-1,423
904
$50K 0.01%
594
-14,417
905
$50K 0.01%
1,173
-287
906
$50K 0.01%
1,283
-1,844
907
$50K 0.01%
+5,000
908
$50K 0.01%
+351
909
$50K 0.01%
2,255
-358
910
$50K 0.01%
400
-1,438
911
$50K 0.01%
2,989
-7,289
912
$49K 0.01%
386
-642
913
$49K 0.01%
1,115
+31
914
$49K 0.01%
441
-903
915
$49K 0.01%
+1,953
916
$49K 0.01%
1,448
-24,758
917
$49K 0.01%
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918
$49K 0.01%
1,342
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919
$48K 0.01%
1,982
-29,713
920
$48K 0.01%
4,480
-3,703
921
$48K 0.01%
437
-803
922
$48K 0.01%
+1,876
923
$48K 0.01%
602
+444
924
$47K 0.01%
301
-469
925
$47K 0.01%
1,976
-15,796
35 36
37
38 39