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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
2926
$24K ﹤0.01%
450
2927
$24K ﹤0.01%
464
+28
2928
$24K ﹤0.01%
1,000
2929
$24K ﹤0.01%
239
+11
2930
$24K ﹤0.01%
251
+236
2931
$24K ﹤0.01%
49
2932
$24K ﹤0.01%
147
-59
2933
$24K ﹤0.01%
987
+331
2934
$24K ﹤0.01%
675
+25
2935
$24K ﹤0.01%
279
+21
2936
$24K ﹤0.01%
604
-52
2937
$24K ﹤0.01%
76,603
+8,795
2938
$24K ﹤0.01%
386
+209
2939
$24K ﹤0.01%
526
+146
2940
$24K ﹤0.01%
109
-23
2941
$24K ﹤0.01%
380
+31
2942
$24K ﹤0.01%
+1,000
2943
$24K ﹤0.01%
857
+31
2944
$24K ﹤0.01%
538
+369
2945
$24K ﹤0.01%
1,562
+291
2946
$24K ﹤0.01%
805
2947
$23K ﹤0.01%
883
+518
2948
$23K ﹤0.01%
2,500
2949
$23K ﹤0.01%
348
2950
$23K ﹤0.01%
910
-48
116 117
118
119 120