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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
2326
$2K ﹤0.01%
40
-20
2327
$2K ﹤0.01%
+56
2328
$2K ﹤0.01%
+63
2329
$2K ﹤0.01%
+19
2330
$2K ﹤0.01%
32
-200
2331
– –
0
2332
$2K ﹤0.01%
69
2333
$2K ﹤0.01%
100
2334
$2K ﹤0.01%
50
2335
$2K ﹤0.01%
+20
2336
$2K ﹤0.01%
82
2337
$2K ﹤0.01%
154
2338
$2K ﹤0.01%
126
2339
$2K ﹤0.01%
83
-105
2340
$2K ﹤0.01%
44
2341
$2K ﹤0.01%
+45
2342
$2K ﹤0.01%
61
2343
$2K ﹤0.01%
+66
2344
$2K ﹤0.01%
+40
2345
$2K ﹤0.01%
71
2346
$2K ﹤0.01%
15
2347
$2K ﹤0.01%
30
2348
$2K ﹤0.01%
21
2349
$2K ﹤0.01%
19
-100
2350
$2K ﹤0.01%
150
92 93
94
95 96