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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
1751
$4K ﹤0.01%
34
-670
1752
$4K ﹤0.01%
78
-2
1753
$4K ﹤0.01%
60
-70
1754
$4K ﹤0.01%
+7
1755
$4K ﹤0.01%
270
-633
1756
$4K ﹤0.01%
+179
1757
$4K ﹤0.01%
331
-2,250
1758
$4K ﹤0.01%
82
-274
1759
$4K ﹤0.01%
386
-10,922
1760
$4K ﹤0.01%
200
-3,338
1761
$4K ﹤0.01%
85
-5,634
1762
$3K ﹤0.01%
200
+149
1763
$3K ﹤0.01%
59
-3,917
1764
$3K ﹤0.01%
500
-10,500
1765
$3K ﹤0.01%
417
+167
1766
$3K ﹤0.01%
69
-2,203
1767
$3K ﹤0.01%
145
-20,409
1768
$3K ﹤0.01%
63
-43
1769
$3K ﹤0.01%
100
+4
1770
$3K ﹤0.01%
+50
1771
$3K ﹤0.01%
41
+14
1772
$3K ﹤0.01%
58
-362
1773
$3K ﹤0.01%
28
-3,683
1774
$3K ﹤0.01%
65
+37
1775
$3K ﹤0.01%
40
-8,045
69 70
71
72 73