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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
1851
$2K ﹤0.01%
217
-3,373
1852
$2K ﹤0.01%
50
-37,097
1853
$2K ﹤0.01%
+125
1854
$2K ﹤0.01%
+80
1855
$2K ﹤0.01%
19
-636
1856
$2K ﹤0.01%
160
-4,003
1857
$2K ﹤0.01%
+243
1858
$2K ﹤0.01%
209
-10,484
1859
$2K ﹤0.01%
15
-29
1860
$2K ﹤0.01%
150
-617
1861
$2K ﹤0.01%
120
-13
1862
$2K ﹤0.01%
+25
1863
$2K ﹤0.01%
+47
1864
$2K ﹤0.01%
216
1865
$2K ﹤0.01%
62
-22
1866
$2K ﹤0.01%
500
-884
1867
$2K ﹤0.01%
1
-104
1868
$2K ﹤0.01%
+135
1869
$2K ﹤0.01%
43
-1,261
1870
$2K ﹤0.01%
500
-2,395
1871
$2K ﹤0.01%
1,500
-4,825
1872
$2K ﹤0.01%
+600
1873
$2K ﹤0.01%
200
-627
1874
$2K ﹤0.01%
+200
1875
$2K ﹤0.01%
+50
73 74
75
76 77