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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
2176
– –
-619
2177
$0 ﹤0.01%
+50
2178
$0 ﹤0.01%
+400
2179
$0 ﹤0.01%
+500
2180
$0 ﹤0.01%
+1,000
2181
$0 ﹤0.01%
13
-4,967
2182
– –
-357
2183
– –
-965
2184
– –
-253
2185
– –
-8,422
2186
– –
-470
2187
– –
0
2188
– –
-1,650
2189
– –
-25
2190
– –
-2,000
2191
– –
-600
2192
– –
-493
2193
– –
-3
2194
$0 ﹤0.01%
26
-147
2195
– –
-86
2196
– –
-5,600
2197
– –
-4,760
2198
– –
-289
2199
– –
0
2200
– –
-251
86 87
88
89 90