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
1451
$10K ﹤0.01%
417
-5,613
1452
$10K ﹤0.01%
+229
1453
$10K ﹤0.01%
109
-2,745
1454
$10K ﹤0.01%
103
+1
1455
$10K ﹤0.01%
500
-9,343
1456
$10K ﹤0.01%
72
-2,915
1457
$10K ﹤0.01%
110
-29
1458
$10K ﹤0.01%
200
-594
1459
$10K ﹤0.01%
669
-45,045
1460
$10K ﹤0.01%
+300
1461
$10K ﹤0.01%
+400
1462
$10K ﹤0.01%
25
-558
1463
$10K ﹤0.01%
77
-1,255
1464
$10K ﹤0.01%
213
-494
1465
$10K ﹤0.01%
111
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1466
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93
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1467
$10K ﹤0.01%
274
-9,601
1468
$10K ﹤0.01%
+195
1469
$10K ﹤0.01%
174
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1470
$10K ﹤0.01%
255
+77
1471
$10K ﹤0.01%
153
+50
1472
$10K ﹤0.01%
15
-59
1473
$10K ﹤0.01%
+407
1474
$10K ﹤0.01%
+145
1475
$10K ﹤0.01%
530
-10,230
57 58
59
60 61