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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
1551
$8K ﹤0.01%
400
-1,975
1552
$8K ﹤0.01%
350
-3,943
1553
$8K ﹤0.01%
124
-253
1554
$8K ﹤0.01%
100
-198
1555
$8K ﹤0.01%
329
+166
1556
$8K ﹤0.01%
+215
1557
$8K ﹤0.01%
+1
1558
$8K ﹤0.01%
212
-62,534
1559
$8K ﹤0.01%
+400
1560
$8K ﹤0.01%
+10,464
1561
$8K ﹤0.01%
582
-695
1562
$8K ﹤0.01%
338
-143
1563
$8K ﹤0.01%
570
-796
1564
$8K ﹤0.01%
157
+21
1565
$8K ﹤0.01%
+266
1566
$8K ﹤0.01%
+249
1567
$8K ﹤0.01%
1,260
-31,146
1568
$7K ﹤0.01%
107
-16,514
1569
$7K ﹤0.01%
38
-207
1570
$7K ﹤0.01%
86
-608
1571
$7K ﹤0.01%
400
-10,184
1572
$7K ﹤0.01%
+168
1573
$7K ﹤0.01%
391
-44,056
1574
$7K ﹤0.01%
141
-1,983
1575
$7K ﹤0.01%
100
-50
61 62
63
64 65