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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
1601
$17K ﹤0.01%
973
+945
1602
$17K ﹤0.01%
124
+86
1603
$17K ﹤0.01%
555
-634
1604
$17K ﹤0.01%
821
-259
1605
$17K ﹤0.01%
958
-1,398
1606
$17K ﹤0.01%
927
-67
1607
$17K ﹤0.01%
751
-1,067
1608
$17K ﹤0.01%
196
-105
1609
$17K ﹤0.01%
547
-910
1610
$17K ﹤0.01%
252
-303
1611
$17K ﹤0.01%
267
-15
1612
$17K ﹤0.01%
+73
1613
$17K ﹤0.01%
54
+12
1614
$17K ﹤0.01%
+800
1615
$17K ﹤0.01%
142
1616
$17K ﹤0.01%
970
-308
1617
$17K ﹤0.01%
432
1618
$17K ﹤0.01%
126
1619
$16K ﹤0.01%
425
1620
$16K ﹤0.01%
3,335
+46
1621
$16K ﹤0.01%
635
+35
1622
$16K ﹤0.01%
1,124
-9,094
1623
$16K ﹤0.01%
290
-15
1624
$16K ﹤0.01%
538
-16,903
1625
$16K ﹤0.01%
2,540
+1,086
63 64
65
66 67