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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
1576
$18K ﹤0.01%
1,552
-2,652
1577
$18K ﹤0.01%
172
+14
1578
$18K ﹤0.01%
2,500
-2,800
1579
$18K ﹤0.01%
1,500
1580
$18K ﹤0.01%
160
1581
$18K ﹤0.01%
525
-1,295
1582
$17K ﹤0.01%
70
-37
1583
$17K ﹤0.01%
605
-539
1584
$17K ﹤0.01%
108
1585
$17K ﹤0.01%
803
1586
$17K ﹤0.01%
80
-26
1587
$17K ﹤0.01%
128
+22
1588
$17K ﹤0.01%
305
+11
1589
$17K ﹤0.01%
258
1590
$17K ﹤0.01%
484
+182
1591
$17K ﹤0.01%
500
1592
$17K ﹤0.01%
1,095
+39
1593
$17K ﹤0.01%
123
-510
1594
$17K ﹤0.01%
285
-1,060
1595
$17K ﹤0.01%
271
1596
$17K ﹤0.01%
50
-1
1597
$17K ﹤0.01%
610
-20
1598
$17K ﹤0.01%
149
+123
1599
$17K ﹤0.01%
216
-22,429
1600
$17K ﹤0.01%
800
-1,540
62 63
64
65 66