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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2751
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-3,171
2752
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2753
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2754
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2755
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-3
2756
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-4,753
2757
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-185
2758
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-35
2759
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-15,000
2760
$0 ﹤0.01%
1
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2763
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-1,000
2764
$0 ﹤0.01%
+21
2765
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2766
$0 ﹤0.01%
+23
2767
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-1,471
2768
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-787
2769
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-2,000
2770
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-24,104
2771
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-3,312
2772
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2773
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2774
$0 ﹤0.01%
+3,750
2775
– –
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109 110
111
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