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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
4001
– –
-1,551
4002
– –
-521
4003
– –
-4,650
4004
– –
-1,150
4005
– –
-234
4006
– –
-272
4007
– –
-122
4008
– –
-3,205
4009
– –
-211
4010
$0 ﹤0.01%
83
-4,417
4011
– –
-64
4012
– –
-10,917
4013
– –
-23
4014
– –
-990
4015
– –
-6,391
4016
– –
-544
4017
– –
-1,007
4018
– –
-46
4019
– –
-3
4020
– –
-2,836
4021
– –
-152
4022
– –
-100
4023
– –
-860
4024
– –
-768
4025
– –
-60
159 160
161
162 163