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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
2376
$2K ﹤0.01%
215
+96
2377
$2K ﹤0.01%
151
-26
2378
$1K ﹤0.01%
35
-85
2379
$1K ﹤0.01%
39
2380
$1K ﹤0.01%
169
2381
$1K ﹤0.01%
750
-570
2382
$1K ﹤0.01%
48
2383
$1K ﹤0.01%
135
2384
$1K ﹤0.01%
429
-4,200
2385
$1K ﹤0.01%
28
-739
2386
$1K ﹤0.01%
40
2387
$1K ﹤0.01%
108
2388
$1K ﹤0.01%
+2,050
2389
$1K ﹤0.01%
20,000
2390
$1K ﹤0.01%
200
2391
$1K ﹤0.01%
3
-2
2392
$1K ﹤0.01%
112
2393
$1K ﹤0.01%
4
2394
$1K ﹤0.01%
145
+135
2395
$1K ﹤0.01%
500
-22,917
2396
$1K ﹤0.01%
98
-83
2397
$1K ﹤0.01%
200
-3,460
2398
$1K ﹤0.01%
55
-455
2399
$1K ﹤0.01%
15
-61
2400
$1K ﹤0.01%
13
94 95
96
97 98