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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
1901
$2K ﹤0.01%
30
-640
1902
$2K ﹤0.01%
15
-1,377
1903
$2K ﹤0.01%
173
+22
1904
$2K ﹤0.01%
38
-888
1905
$2K ﹤0.01%
204
-3,200
1906
$2K ﹤0.01%
+60
1907
$2K ﹤0.01%
11
-433
1908
$2K ﹤0.01%
43
+40
1909
$2K ﹤0.01%
119
-194
1910
$2K ﹤0.01%
8
-537
1911
$2K ﹤0.01%
407
-4,295
1912
– –
0
1913
$2K ﹤0.01%
32
-18
1914
$2K ﹤0.01%
+35
1915
$2K ﹤0.01%
27
-7,188
1916
$2K ﹤0.01%
175
-1,825
1917
$2K ﹤0.01%
100
+47
1918
$2K ﹤0.01%
26
-20
1919
$1K ﹤0.01%
45
-211
1920
$1K ﹤0.01%
9
-23
1921
$1K ﹤0.01%
39
-12,461
1922
$1K ﹤0.01%
10
-4,271
1923
$1K ﹤0.01%
557
-701
1924
$1K ﹤0.01%
6
-52
1925
$1K ﹤0.01%
68
-3,742
75 76
77
78 79