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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
1876
$2K ﹤0.01%
83
-1,329
1877
$2K ﹤0.01%
32
-1,233
1878
$2K ﹤0.01%
+54
1879
$2K ﹤0.01%
481
-4,762
1880
$2K ﹤0.01%
15
-1
1881
$2K ﹤0.01%
+91
1882
$2K ﹤0.01%
1
-9
1883
$2K ﹤0.01%
19
-394
1884
$2K ﹤0.01%
15
-193
1885
$2K ﹤0.01%
200
-800
1886
$2K ﹤0.01%
18
-632
1887
$2K ﹤0.01%
180
+150
1888
$2K ﹤0.01%
230
-3,608
1889
$2K ﹤0.01%
28
-948
1890
$2K ﹤0.01%
48
-2,754
1891
$2K ﹤0.01%
+134
1892
$2K ﹤0.01%
40
-1,452
1893
$2K ﹤0.01%
35
-1,379
1894
$2K ﹤0.01%
149
-1,243
1895
$2K ﹤0.01%
90
-1,951
1896
$2K ﹤0.01%
27
-3,973
1897
$2K ﹤0.01%
85
-8,563
1898
$2K ﹤0.01%
1,048
-1,020
1899
$2K ﹤0.01%
31
-928
1900
$2K ﹤0.01%
72
-244
74 75
76
77 78