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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
1976
$1K ﹤0.01%
+25
1977
$1K ﹤0.01%
32
-856
1978
$1K ﹤0.01%
17
-95
1979
$1K ﹤0.01%
510
-16,059
1980
$1K ﹤0.01%
18
-567
1981
$1K ﹤0.01%
12
-4,702
1982
$1K ﹤0.01%
37
-11,527
1983
$1K ﹤0.01%
30
-1,779
1984
$1K ﹤0.01%
+12
1985
$1K ﹤0.01%
36
-4,129
1986
$1K ﹤0.01%
18
-113
1987
$1K ﹤0.01%
+6
1988
$1K ﹤0.01%
100
+96
1989
$1K ﹤0.01%
36
-3,141
1990
$1K ﹤0.01%
25
-140
1991
$1K ﹤0.01%
+7
1992
$1K ﹤0.01%
61
-524
1993
$1K ﹤0.01%
102
-123
1994
$1K ﹤0.01%
14
-273
1995
$1K ﹤0.01%
+25
1996
$1K ﹤0.01%
75
-3,447
1997
$1K ﹤0.01%
56
-3,948
1998
$1K ﹤0.01%
231
1999
$1K ﹤0.01%
825
-175
2000
$1K ﹤0.01%
30
-5,515
78 79
80
81 82