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
101
$1.54M 0.21%
28,516
-95,589
102
$1.53M 0.21%
14,367
-79,426
103
$1.53M 0.21%
38,036
-230,887
104
$1.53M 0.21%
25,946
-11,092
105
$1.52M 0.21%
26,430
+22,286
106
$1.5M 0.21%
31,100
-94,860
107
$1.48M 0.2%
44,142
+42,452
108
$1.44M 0.2%
8,151
-2,836
109
$1.41M 0.19%
9,316
-93,580
110
$1.4M 0.19%
+24,725
111
$1.39M 0.19%
+23,823
112
$1.38M 0.19%
13,594
-8,596
113
$1.36M 0.19%
12,272
-8,338
114
$1.34M 0.18%
53,940
-97,716
115
$1.34M 0.18%
38,679
+34,722
116
$1.34M 0.18%
36,489
-317,477
117
$1.31M 0.18%
36,620
-317,920
118
$1.29M 0.18%
7,705
-10,806
119
$1.27M 0.17%
84,796
+69,756
120
$1.26M 0.17%
+152,464
121
$1.25M 0.17%
+49,807
122
$1.23M 0.17%
9,750
+9,111
123
$1.21M 0.17%
33,916
-2,104
124
$1.21M 0.16%
4,657
-3,964
125
$1.2M 0.16%
10,842
-16,730
3 4
5
6 7