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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
1676
$14K ﹤0.01%
232
+14
1677
$14K ﹤0.01%
133
-77
1678
$14K ﹤0.01%
+5,000
1679
$14K ﹤0.01%
397
+79
1680
$14K ﹤0.01%
300
1681
$14K ﹤0.01%
598
-58
1682
$14K ﹤0.01%
1,210
-7,650
1683
$14K ﹤0.01%
522
-770
1684
$14K ﹤0.01%
828
-25
1685
$14K ﹤0.01%
331
+55
1686
$14K ﹤0.01%
6,108
-5,535
1687
$14K ﹤0.01%
2,500
-205
1688
$14K ﹤0.01%
200
1689
$14K ﹤0.01%
677
-570
1690
$14K ﹤0.01%
297
-432
1691
$13K ﹤0.01%
275
-123
1692
$13K ﹤0.01%
37
1693
$13K ﹤0.01%
310
+202
1694
$13K ﹤0.01%
251
-55
1695
$13K ﹤0.01%
100
1696
$13K ﹤0.01%
400
-11
1697
$13K ﹤0.01%
1,038
+501
1698
$13K ﹤0.01%
314
-19
1699
$13K ﹤0.01%
885
-119
1700
$13K ﹤0.01%
117
66 67
68
69 70