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
626
$109K 0.01%
+4,050
627
$109K 0.01%
+9,500
628
$109K 0.01%
4,346
+4,052
629
$108K 0.01%
655
-788
630
$108K 0.01%
1,686
-26,220
631
$108K 0.01%
2,606
+2,129
632
$108K 0.01%
15,000
-37,236
633
$108K 0.01%
2,316
-3,193
634
$107K 0.01%
+2,763
635
$107K 0.01%
+5,333
636
$106K 0.01%
16,252
-54,918
637
$105K 0.01%
5,129
-2,896
638
$105K 0.01%
2,614
-17,822
639
$105K 0.01%
2,646
+1,996
640
$105K 0.01%
8,812
-7,382
641
$105K 0.01%
6,020
-68,600
642
$105K 0.01%
1,275
-156,004
643
$105K 0.01%
1,877
-10,559
644
$104K 0.01%
649
-1,310
645
$104K 0.01%
+3,204
646
$103K 0.01%
5,432
+4,333
647
$103K 0.01%
7,228
-30,186
648
$102K 0.01%
1,402
+486
649
$102K 0.01%
894
-1,415
650
$101K 0.01%
879
-183
24 25
26
27 28