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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
1901
$8K ﹤0.01%
60
+25
1902
$8K ﹤0.01%
300
1903
$8K ﹤0.01%
114
-9
1904
$8K ﹤0.01%
399
-3,212
1905
$8K ﹤0.01%
217
-52
1906
$8K ﹤0.01%
11
-60
1907
$8K ﹤0.01%
+16
1908
$8K ﹤0.01%
+985
1909
$8K ﹤0.01%
50
+3
1910
$8K ﹤0.01%
70
-37
1911
$8K ﹤0.01%
93
-63
1912
$8K ﹤0.01%
172
-71
1913
$8K ﹤0.01%
500
1914
$8K ﹤0.01%
587
-180
1915
$8K ﹤0.01%
2,500
-600
1916
$8K ﹤0.01%
104
-24
1917
$8K ﹤0.01%
69
1918
$8K ﹤0.01%
116
-24
1919
$8K ﹤0.01%
541
-9,755
1920
$8K ﹤0.01%
91
-326
1921
$8K ﹤0.01%
362
+144
1922
$7K ﹤0.01%
62
+7
1923
$7K ﹤0.01%
415
-34
1924
$7K ﹤0.01%
75
1925
$7K ﹤0.01%
84
75 76
77
78 79