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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
2101
$4K ﹤0.01%
207
2102
$4K ﹤0.01%
+173
2103
$4K ﹤0.01%
+141
2104
$4K ﹤0.01%
+56
2105
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147
2106
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31
2107
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111
2108
$4K ﹤0.01%
120
2109
$4K ﹤0.01%
+39
2110
$4K ﹤0.01%
500
2111
$4K ﹤0.01%
300
2112
$4K ﹤0.01%
352
-514
2113
$4K ﹤0.01%
116
2114
$4K ﹤0.01%
151
-9
2115
$4K ﹤0.01%
206
-1,791
2116
$4K ﹤0.01%
33
2117
$4K ﹤0.01%
88
2118
$4K ﹤0.01%
338
-930
2119
$4K ﹤0.01%
+100
2120
$4K ﹤0.01%
400
2121
$4K ﹤0.01%
203
2122
$4K ﹤0.01%
+122
2123
$4K ﹤0.01%
87
-16
2124
$4K ﹤0.01%
61
-5
2125
$4K ﹤0.01%
78
83 84
85
86 87