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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
3626
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-2,072
3627
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-40
3628
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0
3629
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3630
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3631
$0 ﹤0.01%
6
-133
3632
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-13,052
3633
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-124
3634
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-1,962
3635
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3636
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3637
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-26
3638
– –
-2,152
3639
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3640
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-127
3641
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0
3642
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3643
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-123
3644
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3645
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3646
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-4
3647
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3648
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-96
3649
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-1,906
3650
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-100
144 145
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147 148