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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
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,706
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.2M
3
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.47M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.58M

Top Sells

1
+$14.9M
2
+$7.26M
3
+$6.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.72M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.17M

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2951
$1K ﹤0.01%
28
-3
2952
$1K ﹤0.01%
50
2953
$1K ﹤0.01%
9
2954
$1K ﹤0.01%
+75
2955
– –
0
2956
$1K ﹤0.01%
36
2957
$1K ﹤0.01%
10
2958
$1K ﹤0.01%
12
2959
$1K ﹤0.01%
32
2960
– –
-22
2961
– –
-48
2962
– –
-100
2963
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-12
2964
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2965
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2966
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-86
2967
– –
-750
2968
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2969
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2970
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2972
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2975
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-63
117 118
119
120 121