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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
1626
$6K ﹤0.01%
134
-2,066
1627
$6K ﹤0.01%
37
+33
1628
$6K ﹤0.01%
64
-1
1629
$6K ﹤0.01%
170
+34
1630
$6K ﹤0.01%
1,045
-14,200
1631
$6K ﹤0.01%
+250
1632
$6K ﹤0.01%
+2,000
1633
$6K ﹤0.01%
+245
1634
$6K ﹤0.01%
350
-17,001
1635
$6K ﹤0.01%
+1,250
1636
$6K ﹤0.01%
+696
1637
$6K ﹤0.01%
30
-1,462
1638
$6K ﹤0.01%
+75
1639
$6K ﹤0.01%
8
-33
1640
$6K ﹤0.01%
460
+105
1641
$6K ﹤0.01%
122
-253
1642
$6K ﹤0.01%
+2
1643
$6K ﹤0.01%
800
-17
1644
$6K ﹤0.01%
50
-108
1645
$5K ﹤0.01%
74
-21,192
1646
$5K ﹤0.01%
+140
1647
$5K ﹤0.01%
204
-451
1648
$5K ﹤0.01%
100
-12,255
1649
$5K ﹤0.01%
372
-8,923
1650
$5K ﹤0.01%
300
-880
64 65
66
67 68