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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
$1.33B
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,596
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$4.26M
3
+$2.29M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.93M

Top Sells

1
+$12.5M
2
+$9.24M
3
+$9.19M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$6.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.05M

Sector Composition

1 Technology 7.21%
2 Financials 4.6%
3 Consumer Discretionary 4.33%
4 Communication Services 3.8%
5 Healthcare 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$1K ﹤0.01%
231
2527
$1K ﹤0.01%
71
2528
$1K ﹤0.01%
+44
2529
$1K ﹤0.01%
9
2530
$1K ﹤0.01%
34
2531
$1K ﹤0.01%
56
2532
$1K ﹤0.01%
19
2533
$1K ﹤0.01%
18
2534
$1K ﹤0.01%
137
2535
$1K ﹤0.01%
385
2536
$1K ﹤0.01%
109
2537
$1K ﹤0.01%
6
-6
2538
$1K ﹤0.01%
1
2539
$1K ﹤0.01%
74
2540
$1K ﹤0.01%
13
2541
$1K ﹤0.01%
159
-55
2542
$1K ﹤0.01%
195
2543
$1K ﹤0.01%
70
2544
$1K ﹤0.01%
73
2545
$1K ﹤0.01%
84
2546
$1K ﹤0.01%
157
2547
$1K ﹤0.01%
223
-800
2548
$1K ﹤0.01%
100
2549
$1K ﹤0.01%
8
-51
2550
– –
0
100 101
102
103 104