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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
3876
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-1,800
3877
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3878
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3879
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3880
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3881
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-583
3882
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3883
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-2,987
3884
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-5,000
3885
$0 ﹤0.01%
15
-4,147
3886
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-600
3887
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-3,625
3888
$0 ﹤0.01%
9
-4
3889
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-876
3890
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-4,700
3891
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-1,004
3892
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-184
3893
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-1,450
3894
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-127
3895
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-5,023
3896
$0 ﹤0.01%
15
-948
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-77
3898
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-255
3899
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-7,927
3900
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-5
154 155
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157 158