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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
1651
$5K ﹤0.01%
379
-97
1652
$5K ﹤0.01%
101
-108
1653
$5K ﹤0.01%
500
-1,138
1654
$5K ﹤0.01%
1,201
-6,856
1655
$5K ﹤0.01%
110
-3,866
1656
$5K ﹤0.01%
+115
1657
$5K ﹤0.01%
400
-1,130
1658
$5K ﹤0.01%
41
-248
1659
$5K ﹤0.01%
100
-973
1660
$5K ﹤0.01%
+1,600
1661
$5K ﹤0.01%
230
-1,222
1662
$5K ﹤0.01%
+72
1663
$5K ﹤0.01%
325
1664
$5K ﹤0.01%
38
-2,359
1665
$5K ﹤0.01%
424
-5,996
1666
$5K ﹤0.01%
80
-3,960
1667
$5K ﹤0.01%
41
-1,002
1668
$5K ﹤0.01%
89
-269
1669
$5K ﹤0.01%
84
-421
1670
$5K ﹤0.01%
118
+4
1671
$5K ﹤0.01%
600
-2,525
1672
$5K ﹤0.01%
500
-6,103
1673
$5K ﹤0.01%
90
-2,329
1674
$5K ﹤0.01%
120
-1,230
1675
$5K ﹤0.01%
32
-154
65 66
67
68 69