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
926
$47K 0.01%
261
-480
927
$47K 0.01%
1,189
-18,628
928
$46K 0.01%
732
-5,072
929
$46K 0.01%
831
-11,420
930
$46K 0.01%
526
+518
931
$46K 0.01%
1,044
-973
932
$46K 0.01%
1,610
+1,060
933
$46K 0.01%
+800
934
$46K 0.01%
2,758
+1,491
935
$46K 0.01%
1,784
+975
936
$46K 0.01%
+4,200
937
$46K 0.01%
2,606
+420
938
$45K 0.01%
+1,355
939
$45K 0.01%
801
+86
940
$45K 0.01%
274
-4,058
941
$45K 0.01%
1,199
+1,049
942
$45K 0.01%
1,249
-19,811
943
$45K 0.01%
1,973
-29,857
944
$45K 0.01%
697
-4,355
945
$45K 0.01%
900
-113
946
$45K 0.01%
+1,290
947
$44K 0.01%
1,872
-3,712
948
$44K 0.01%
4,400
-7,240
949
$44K 0.01%
632
-828
950
$44K 0.01%
3,653
+3,103
36 37
38
39 40