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
951
$44K 0.01%
11,000
+10,872
952
$44K 0.01%
2,089
+1,901
953
$44K 0.01%
4,294
-7,804
954
$44K 0.01%
635
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955
$43K 0.01%
531
-8,898
956
$43K 0.01%
1,000
-4,599
957
$43K 0.01%
466
-1,342
958
$43K 0.01%
2,046
-5,874
959
$43K 0.01%
795
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960
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1,788
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961
$43K 0.01%
1,539
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962
$43K 0.01%
386
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963
$43K 0.01%
430
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964
$43K 0.01%
4,779
-36,747
965
$42K 0.01%
368
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967
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450
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968
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969
$41K 0.01%
420
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970
$41K 0.01%
608
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$41K 0.01%
668
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$41K 0.01%
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-27,872
973
$41K 0.01%
925
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$41K 0.01%
1,417
-44,849
975
$41K 0.01%
184
-379
37 38
39
40 41