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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
1826
$2K ﹤0.01%
148
-1,838
1827
$2K ﹤0.01%
60
-141,290
1828
$2K ﹤0.01%
50
-1,740
1829
$2K ﹤0.01%
19
-142
1830
$2K ﹤0.01%
+44
1831
$2K ﹤0.01%
39
-1,021
1832
$2K ﹤0.01%
100
-197
1833
$2K ﹤0.01%
+14
1834
$2K ﹤0.01%
43
-2,265
1835
$2K ﹤0.01%
11
-10
1836
$2K ﹤0.01%
607
-2,514
1837
$2K ﹤0.01%
184
-17,544
1838
$2K ﹤0.01%
11
-11,029
1839
$2K ﹤0.01%
130
-6,129
1840
$2K ﹤0.01%
50
-1,895
1841
$2K ﹤0.01%
100
-900
1842
$2K ﹤0.01%
60
-57
1843
$2K ﹤0.01%
72
-2,521
1844
$2K ﹤0.01%
68
-1,932
1845
$2K ﹤0.01%
15
-1,752
1846
$2K ﹤0.01%
19
-6,678
1847
$2K ﹤0.01%
43
+11
1848
$2K ﹤0.01%
160
-15,880
1849
$2K ﹤0.01%
+77
1850
$2K ﹤0.01%
69
-5,849
72 73
74
75 76