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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
2276
– –
-3,024
2277
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-350
2278
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-6,525
2279
– –
-4,311
2280
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-5,051
2281
– –
-2,000
2282
$0 ﹤0.01%
5,072
-21,851
2283
– –
-267
2284
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-150
2285
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2286
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-30
2287
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0
2288
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-909
2289
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-2
2290
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-1,169
2291
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-500
2292
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-19,559
2293
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0
2294
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-126
2295
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-12
2296
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-500
2297
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-2
2298
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-2,937
2299
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-30
2300
– –
-7,443
90 91
92
93 94