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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
1776
$11K ﹤0.01%
324
-225
1777
$11K ﹤0.01%
570
-230
1778
$11K ﹤0.01%
146
+46
1779
$11K ﹤0.01%
223
-20
1780
$11K ﹤0.01%
+268
1781
$11K ﹤0.01%
374
-2,453
1782
$11K ﹤0.01%
396
-750
1783
$11K ﹤0.01%
768
+760
1784
$11K ﹤0.01%
300
1785
$11K ﹤0.01%
546
+400
1786
$11K ﹤0.01%
144
1787
$11K ﹤0.01%
187
-318
1788
$11K ﹤0.01%
715
+520
1789
$11K ﹤0.01%
402
-87
1790
$11K ﹤0.01%
162
1791
$11K ﹤0.01%
500
1792
$11K ﹤0.01%
191
-22,858
1793
$11K ﹤0.01%
220
1794
$11K ﹤0.01%
485
1795
$11K ﹤0.01%
180
+60
1796
$11K ﹤0.01%
144
-742
1797
$11K ﹤0.01%
253
1798
$10K ﹤0.01%
329
-200
1799
$10K ﹤0.01%
425
-123
1800
$10K ﹤0.01%
252
-18
70 71
72
73 74