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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
1476
$10K ﹤0.01%
+407
1477
$10K ﹤0.01%
+145
1478
$10K ﹤0.01%
530
-10,230
1479
$10K ﹤0.01%
+300
1480
$10K ﹤0.01%
+2
1481
$10K ﹤0.01%
755
+262
1482
$10K ﹤0.01%
+400
1483
$10K ﹤0.01%
3,864
-3,691
1484
$10K ﹤0.01%
607
-2,123
1485
$10K ﹤0.01%
400
-4,662
1486
$10K ﹤0.01%
766
+245
1487
$10K ﹤0.01%
222
-7,258
1488
$10K ﹤0.01%
+174
1489
$10K ﹤0.01%
500
-400
1490
$10K ﹤0.01%
196
-1,969
1491
$10K ﹤0.01%
+315
1492
$10K ﹤0.01%
461
-9,951
1493
$10K ﹤0.01%
+405
1494
$10K ﹤0.01%
+400
1495
$9K ﹤0.01%
647
-979
1496
$9K ﹤0.01%
400
-10,438
1497
$9K ﹤0.01%
109
-311
1498
$9K ﹤0.01%
400
-16
1499
$9K ﹤0.01%
800
-8,919
1500
$9K ﹤0.01%
397
-49,656
58 59
60
61 62