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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
1726
$12K ﹤0.01%
1,236
+417
1727
$12K ﹤0.01%
352
-21
1728
$12K ﹤0.01%
118
+48
1729
$12K ﹤0.01%
552
+76
1730
$12K ﹤0.01%
436
-132
1731
$12K ﹤0.01%
351
-36
1732
$12K ﹤0.01%
112
+12
1733
$12K ﹤0.01%
135
+98
1734
$12K ﹤0.01%
598
-969
1735
$12K ﹤0.01%
676
-1,327
1736
$12K ﹤0.01%
+408
1737
$12K ﹤0.01%
244
+144
1738
$12K ﹤0.01%
293
-1,832
1739
$12K ﹤0.01%
70
-4
1740
$12K ﹤0.01%
360
1741
$12K ﹤0.01%
65
-4
1742
$12K ﹤0.01%
47
1743
$12K ﹤0.01%
281
+259
1744
$12K ﹤0.01%
292
-60
1745
$12K ﹤0.01%
475
-25
1746
$12K ﹤0.01%
400
1747
$12K ﹤0.01%
63
1748
$12K ﹤0.01%
2,828
1749
$12K ﹤0.01%
204
-26
1750
$12K ﹤0.01%
33
+5
68 69
70
71 72