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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
3226
– –
-150
3227
– –
-31,579
3228
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-131
3229
– –
-8,049
3230
– –
-1,020
3231
– –
-1
3232
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-55
3233
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-149
3234
$0 ﹤0.01%
4,000
+3,288
3235
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-400
3236
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-4,008
3237
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-2,008
3238
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-200
3239
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-18
3240
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-29,668
3241
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-102,443
3242
– –
-14,350
3243
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-400
3244
– –
-58,194
3245
– –
-35,784
3246
$0 ﹤0.01%
35,500
-20,290
3247
– –
-22,957
3248
– –
-10,247
3249
– –
-1
3250
– –
-2,203
128 129
130
131 132