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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
2351
– –
-462
2352
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-4,349
2353
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-200
2354
– –
-3,076
2355
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-4,000
2356
– –
-1,291
2357
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-11,000
2358
$0 ﹤0.01%
92,000
+17,767
2359
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-16,476
2360
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0
2361
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-2,634
2362
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-6,089
2363
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-1,200
2364
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-297
2365
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-1,575
2366
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-20,000
2367
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-2,360
2368
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-12
2369
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-443
2370
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-130
2371
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2372
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2373
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2374
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2375
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-9,510
93 94
95
96 97