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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
1776
$3K ﹤0.01%
32
-142
1777
$3K ﹤0.01%
+125
1778
$3K ﹤0.01%
200
-5,135
1779
$3K ﹤0.01%
116
-2,447
1780
$3K ﹤0.01%
66
-35,262
1781
$3K ﹤0.01%
+100
1782
$3K ﹤0.01%
1
-30
1783
$3K ﹤0.01%
+33
1784
$3K ﹤0.01%
1,000
-866,783
1785
$3K ﹤0.01%
528
-13,442
1786
$3K ﹤0.01%
228
-1,135
1787
$3K ﹤0.01%
+68
1788
$3K ﹤0.01%
165
-7,589
1789
$3K ﹤0.01%
102
-3,148
1790
$3K ﹤0.01%
111
-15,892
1791
$3K ﹤0.01%
50
-748
1792
$3K ﹤0.01%
120
-3,478
1793
$3K ﹤0.01%
75
-12,608
1794
$3K ﹤0.01%
69
-15
1795
$3K ﹤0.01%
+100
1796
$3K ﹤0.01%
28
-7,655
1797
$3K ﹤0.01%
68
-901
1798
$3K ﹤0.01%
+52
1799
$3K ﹤0.01%
+106
1800
$3K ﹤0.01%
+50
70 71
72
73 74