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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
1626
$16K ﹤0.01%
+88
1627
$16K ﹤0.01%
63
-154
1628
$16K ﹤0.01%
475
1629
$16K ﹤0.01%
245
-250
1630
$16K ﹤0.01%
451
-25
1631
$16K ﹤0.01%
72
-125
1632
$16K ﹤0.01%
6,765
1633
$16K ﹤0.01%
776
-5,189
1634
$16K ﹤0.01%
600
+400
1635
$16K ﹤0.01%
312
-301
1636
$16K ﹤0.01%
490
1637
$16K ﹤0.01%
2,429
+150
1638
$16K ﹤0.01%
500
-750
1639
$16K ﹤0.01%
+171
1640
$16K ﹤0.01%
584
1641
$16K ﹤0.01%
+26
1642
$16K ﹤0.01%
566
-2,225
1643
$16K ﹤0.01%
917
-664
1644
$16K ﹤0.01%
442
+8
1645
$16K ﹤0.01%
500
1646
$16K ﹤0.01%
651
1647
$15K ﹤0.01%
126
-106
1648
$15K ﹤0.01%
57
-61
1649
$15K ﹤0.01%
500
1650
$15K ﹤0.01%
600
64 65
66
67 68