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
751
$76K 0.01%
4,100
-2,826
752
$76K 0.01%
279
-8,417
753
$76K 0.01%
1,801
-3
754
$76K 0.01%
761
-4,978
755
$75K 0.01%
7,425
+6,225
756
$75K 0.01%
2,101
-59,613
757
$75K 0.01%
1,752
-9,610
758
$74K 0.01%
400
-600
759
$74K 0.01%
1,526
-1,558
760
$74K 0.01%
1,554
-18,924
761
$74K 0.01%
1,364
-2,325
762
$74K 0.01%
1,951
+1,899
763
$73K 0.01%
2,819
-4,263
764
$73K 0.01%
1,893
-5,266
765
$73K 0.01%
+3,802
766
$73K 0.01%
8,420
+2,195
767
$72K 0.01%
254
-884
768
$72K 0.01%
2,990
+1,631
769
$72K 0.01%
4,690
+2,964
770
$72K 0.01%
3,408
-68,693
771
$72K 0.01%
1,430
-2,669
772
$72K 0.01%
4,110
-622
773
$71K 0.01%
759
-9,792
774
$71K 0.01%
1,778
-97,306
775
$71K 0.01%
+3,458
29 30
31
32 33