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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
2076
$5K ﹤0.01%
114
2077
$5K ﹤0.01%
544
+11
2078
$5K ﹤0.01%
382
+280
2079
$5K ﹤0.01%
+72
2080
$5K ﹤0.01%
215
2081
$4K ﹤0.01%
+84
2082
$4K ﹤0.01%
+241
2083
$4K ﹤0.01%
211
-116
2084
$4K ﹤0.01%
48
-4
2085
$4K ﹤0.01%
101
-9
2086
$4K ﹤0.01%
82
2087
$4K ﹤0.01%
200
2088
$4K ﹤0.01%
94
2089
$4K ﹤0.01%
202
2090
$4K ﹤0.01%
+67
2091
$4K ﹤0.01%
115
2092
$4K ﹤0.01%
234
+7
2093
$4K ﹤0.01%
101
+49
2094
$4K ﹤0.01%
27
-2
2095
$4K ﹤0.01%
170
-1,300
2096
$4K ﹤0.01%
65
+2
2097
$4K ﹤0.01%
139
2098
$4K ﹤0.01%
+120
2099
$4K ﹤0.01%
31
2100
$4K ﹤0.01%
+58
82 83
84
85 86