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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
2201
– –
-345
2202
– –
-26,976
2203
– –
-200
2204
– –
-192
2205
– –
-39
2206
– –
-20
2207
– –
-1,357
2208
– –
-280
2209
– –
-700
2210
– –
-65
2211
– –
-6,150
2212
– –
-3,333
2213
– –
-6,000
2214
– –
-600
2215
– –
-500
2216
– –
-653
2217
– –
-169
2218
– –
-18
2219
– –
-1,403
2220
– –
-4,594
2221
– –
-2,604
2222
– –
0
2223
– –
-12,036
2224
– –
-5,493
2225
– –
-4,249
87 88
89
90 91