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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
1801
$3K ﹤0.01%
28
-12
1802
$3K ﹤0.01%
301
-533
1803
$3K ﹤0.01%
+302
1804
$3K ﹤0.01%
+1,026
1805
$3K ﹤0.01%
50
-17,482
1806
$3K ﹤0.01%
92
-3,364
1807
$3K ﹤0.01%
125
-36,876
1808
$3K ﹤0.01%
36
-114
1809
$3K ﹤0.01%
29
-3,363
1810
$3K ﹤0.01%
100
-15,419
1811
$3K ﹤0.01%
29
1812
$3K ﹤0.01%
100
-2,006
1813
$3K ﹤0.01%
18
-1,504
1814
$3K ﹤0.01%
+45
1815
$3K ﹤0.01%
120
-1,929
1816
$3K ﹤0.01%
14
-1,054
1817
$3K ﹤0.01%
145
-4,626
1818
$3K ﹤0.01%
100
-895
1819
$3K ﹤0.01%
840
-282
1820
$3K ﹤0.01%
+500
1821
$3K ﹤0.01%
70
-1,426
1822
$3K ﹤0.01%
220
-4,777
1823
$3K ﹤0.01%
+1,000
1824
$3K ﹤0.01%
160
1825
$3K ﹤0.01%
125
-759
71 72
73
74 75