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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
1226
$46K ﹤0.01%
2,784
+62
1227
$46K ﹤0.01%
828
-2,582
1228
$46K ﹤0.01%
1,862
-2,635
1229
$46K ﹤0.01%
902
1230
$46K ﹤0.01%
700
+95
1231
$46K ﹤0.01%
1,432
-167
1232
$46K ﹤0.01%
1,747
-13,700
1233
$45K ﹤0.01%
1,552
-27
1234
$45K ﹤0.01%
1,011
-500
1235
$45K ﹤0.01%
105
-369
1236
$45K ﹤0.01%
3,489
+87
1237
$45K ﹤0.01%
82,674
-20,000
1238
$44K ﹤0.01%
429
-236
1239
$44K ﹤0.01%
266
-50
1240
$44K ﹤0.01%
2,100
1241
$44K ﹤0.01%
804
1242
$44K ﹤0.01%
410
+117
1243
$44K ﹤0.01%
700
-1,172
1244
$44K ﹤0.01%
874
+89
1245
$44K ﹤0.01%
+2,767
1246
$44K ﹤0.01%
4,700
1247
$44K ﹤0.01%
446
-578
1248
$44K ﹤0.01%
296
-571
1249
$43K ﹤0.01%
551
+278
1250
$43K ﹤0.01%
678
-98
48 49
50
51 52