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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
3801
– –
-1,112
3802
– –
-23
3803
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-11
3804
– –
-2,565
3805
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-2,160
3806
– –
-16,096
3807
– –
-1,906
3808
– –
-7,314
3809
$0 ﹤0.01%
14
-4,430
3810
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-16
3811
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0
3812
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-600
3813
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-8,100
3814
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-1,625
3815
– –
-90
3816
– –
-661
3817
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-900
3818
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-2,184
3819
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-900
3820
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3821
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-163
3822
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-1,092
3823
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3824
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3825
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-117
151 152
153
154 155