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
976
$41K 0.01%
713
-11,571
977
$41K 0.01%
1,515
-3,748
978
$41K 0.01%
+1,600
979
$41K 0.01%
49,015
+15
980
$40K 0.01%
1,120
-9,792
981
$40K 0.01%
1,019
-917
982
$40K 0.01%
953
-1,802
983
$40K 0.01%
581
-24,014
984
$40K 0.01%
165
-2,194
985
$40K 0.01%
+1,051
986
$40K 0.01%
459
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987
$40K 0.01%
714
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988
$40K 0.01%
898
-2,323
989
$40K 0.01%
1,122
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990
$40K 0.01%
+315
991
$39K 0.01%
768
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992
$39K 0.01%
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993
$39K 0.01%
258
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994
$39K 0.01%
612
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995
$39K 0.01%
1,365
-1,585
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$39K 0.01%
3,000
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997
$39K 0.01%
4,338
-19,446
998
$39K 0.01%
5,766
+1,780
999
$39K 0.01%
2,738
-7,694
1000
$39K 0.01%
636
-69,877
38 39
40
41 42