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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
$3.84B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,772
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$22.8M
3
+$18.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$9.32M

Top Sells

1
+$4.99M
2
+$3.78M
3
+$1.52M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$917K
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$710K

Sector Composition

1 Communication Services 9.1%
2 Consumer Discretionary 5.29%
3 Technology 5.17%
4 Financials 3.5%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
$25K ﹤0.01%
453
+252
2902
$25K ﹤0.01%
1,000
2903
$25K ﹤0.01%
1,409
+537
2904
$25K ﹤0.01%
+980
2905
$25K ﹤0.01%
2,109
+19
2906
$25K ﹤0.01%
1,166
2907
$24K ﹤0.01%
450
+88
2908
$24K ﹤0.01%
3,059
-550
2909
$24K ﹤0.01%
564
-71
2910
$24K ﹤0.01%
3,000
+1,000
2911
$24K ﹤0.01%
710
2912
$24K ﹤0.01%
279
+54
2913
$24K ﹤0.01%
375
2914
$24K ﹤0.01%
777
-168
2915
$24K ﹤0.01%
1,078
2916
$24K ﹤0.01%
234
+8
2917
$24K ﹤0.01%
170
+5
2918
$24K ﹤0.01%
4,794
+214
2919
$24K ﹤0.01%
+2,000
2920
$24K ﹤0.01%
2,644
-5
2921
$24K ﹤0.01%
56
2922
$24K ﹤0.01%
5,128
+146
2923
– –
0
2924
$24K ﹤0.01%
677
-2
2925
$24K ﹤0.01%
1,397
+396
115 116
117
118 119