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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
2301
$2K ﹤0.01%
58
2302
$2K ﹤0.01%
447
-1,970
2303
$2K ﹤0.01%
50
2304
$2K ﹤0.01%
50
2305
$2K ﹤0.01%
94
2306
$2K ﹤0.01%
24
-22
2307
$2K ﹤0.01%
39
2308
$2K ﹤0.01%
30
2309
$2K ﹤0.01%
82
+33
2310
$2K ﹤0.01%
+28
2311
$2K ﹤0.01%
100
-1,200
2312
$2K ﹤0.01%
17
2313
$2K ﹤0.01%
41
2314
$2K ﹤0.01%
24
2315
$2K ﹤0.01%
+19
2316
$2K ﹤0.01%
100
-572
2317
$2K ﹤0.01%
+44
2318
$2K ﹤0.01%
59
-2,299
2319
$2K ﹤0.01%
86
-17
2320
$2K ﹤0.01%
+108
2321
$2K ﹤0.01%
26
2322
$2K ﹤0.01%
+21
2323
$2K ﹤0.01%
362
+326
2324
$2K ﹤0.01%
95
-34
2325
$2K ﹤0.01%
128
-400
91 92
93
94 95