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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
2001
$1K ﹤0.01%
+1,500
2002
$1K ﹤0.01%
7
-8
2003
$1K ﹤0.01%
34
2004
$1K ﹤0.01%
43
-1,201
2005
$1K ﹤0.01%
248
-14,278
2006
$1K ﹤0.01%
4
-20
2007
$1K ﹤0.01%
28
-11,622
2008
$1K ﹤0.01%
25
-5,411
2009
$1K ﹤0.01%
+15
2010
$1K ﹤0.01%
25
-1,115
2011
$1K ﹤0.01%
25
-432
2012
$1K ﹤0.01%
161
-8,741
2013
$1K ﹤0.01%
43
+21
2014
$1K ﹤0.01%
48
+33
2015
$1K ﹤0.01%
+26
2016
$1K ﹤0.01%
22
-312
2017
$1K ﹤0.01%
114
-753
2018
$1K ﹤0.01%
50
-80
2019
$1K ﹤0.01%
11
-322
2020
$1K ﹤0.01%
257
2021
$1K ﹤0.01%
13
-2,391
2022
$1K ﹤0.01%
2,000
-12,689
2023
$1K ﹤0.01%
200
-200
2024
$1K ﹤0.01%
620
-4,500
2025
$1K ﹤0.01%
+72
79 80
81
82 83