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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
2201
$3K ﹤0.01%
41
2202
$3K ﹤0.01%
149
2203
$3K ﹤0.01%
29
-2
2204
$3K ﹤0.01%
51
-68
2205
$3K ﹤0.01%
34
2206
$3K ﹤0.01%
743
2207
$3K ﹤0.01%
33
2208
$3K ﹤0.01%
133
2209
$3K ﹤0.01%
34
-178
2210
$3K ﹤0.01%
55
-4,259
2211
$3K ﹤0.01%
78
2212
$3K ﹤0.01%
800
2213
$3K ﹤0.01%
114
2214
$3K ﹤0.01%
96
2215
$3K ﹤0.01%
110
+31
2216
$3K ﹤0.01%
45
-2
2217
$3K ﹤0.01%
90
2218
$3K ﹤0.01%
73
-786
2219
$3K ﹤0.01%
191
2220
$3K ﹤0.01%
74
2221
$3K ﹤0.01%
145
-64
2222
$3K ﹤0.01%
859
-2,458
2223
– –
0
2224
$3K ﹤0.01%
45
-5
2225
$3K ﹤0.01%
300
-85
87 88
89
90 91