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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
1676
$5K ﹤0.01%
475
-23,184
1677
$5K ﹤0.01%
282
-720
1678
$5K ﹤0.01%
+97
1679
$5K ﹤0.01%
8,000
-4,500
1680
$5K ﹤0.01%
75
-45
1681
$5K ﹤0.01%
+1,397
1682
$5K ﹤0.01%
308
-2,718
1683
$5K ﹤0.01%
52
-381
1684
$5K ﹤0.01%
56
-533
1685
$5K ﹤0.01%
87
-69
1686
$5K ﹤0.01%
112
-1,231
1687
$5K ﹤0.01%
186
-143
1688
$5K ﹤0.01%
+54
1689
$5K ﹤0.01%
80
-877
1690
$5K ﹤0.01%
2,000
+791
1691
$5K ﹤0.01%
58
-1,292
1692
$5K ﹤0.01%
400
-4,475
1693
$5K ﹤0.01%
250
-587
1694
$5K ﹤0.01%
+200
1695
$5K ﹤0.01%
+548
1696
$5K ﹤0.01%
+548
1697
$5K ﹤0.01%
50
+43
1698
$5K ﹤0.01%
98
-1,421
1699
$5K ﹤0.01%
502
-275
1700
$5K ﹤0.01%
199
-749
66 67
68
69 70