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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
2026
$1K ﹤0.01%
300
-61
2027
$1K ﹤0.01%
+10
2028
$1K ﹤0.01%
+40
2029
$1K ﹤0.01%
+28
2030
$1K ﹤0.01%
4
-30
2031
$1K ﹤0.01%
50
-16,737
2032
$1K ﹤0.01%
26
-1,170
2033
$1K ﹤0.01%
9
-1
2034
$1K ﹤0.01%
+109
2035
$1K ﹤0.01%
25
-149,085
2036
$1K ﹤0.01%
7
-82
2037
$1K ﹤0.01%
41
-559
2038
$1K ﹤0.01%
59
-1,059
2039
$1K ﹤0.01%
25
-31,621
2040
$1K ﹤0.01%
89
-5,020
2041
$1K ﹤0.01%
88
-9,955
2042
$1K ﹤0.01%
+2
2043
$1K ﹤0.01%
61
-5,376
2044
$1K ﹤0.01%
16
-2,425
2045
$1K ﹤0.01%
79
-3,762
2046
$1K ﹤0.01%
+16
2047
$1K ﹤0.01%
59
-514
2048
$1K ﹤0.01%
+24
2049
$1K ﹤0.01%
60
-110
2050
– –
-4
80 81
82
83 84