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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
2026
$5K ﹤0.01%
100
2027
$5K ﹤0.01%
89
-1,249
2028
$5K ﹤0.01%
375
2029
$5K ﹤0.01%
113
-404
2030
$5K ﹤0.01%
83
-56
2031
$5K ﹤0.01%
75
2032
$5K ﹤0.01%
117
-1,275
2033
$5K ﹤0.01%
60
2034
$5K ﹤0.01%
165
2035
$5K ﹤0.01%
100
2036
$5K ﹤0.01%
262
-2,838
2037
$5K ﹤0.01%
232
-9
2038
$5K ﹤0.01%
119
2039
$5K ﹤0.01%
1,749
+688
2040
$5K ﹤0.01%
+113
2041
$5K ﹤0.01%
29
+17
2042
$5K ﹤0.01%
169
-158
2043
$5K ﹤0.01%
+178
2044
$5K ﹤0.01%
100
2045
$5K ﹤0.01%
301
-690
2046
$5K ﹤0.01%
100
2047
$5K ﹤0.01%
200
+87
2048
$5K ﹤0.01%
56
-1,666
2049
$5K ﹤0.01%
530
2050
$5K ﹤0.01%
144
80 81
82
83 84