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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
3001
$22K ﹤0.01%
133
-2
3002
$22K ﹤0.01%
+520
3003
$22K ﹤0.01%
278
3004
$22K ﹤0.01%
1,420
+219
3005
$22K ﹤0.01%
591
+292
3006
$22K ﹤0.01%
109
+8
3007
$22K ﹤0.01%
422
+17
3008
$22K ﹤0.01%
1,062
3009
$22K ﹤0.01%
407
3010
$22K ﹤0.01%
261
3011
$22K ﹤0.01%
279
+109
3012
$22K ﹤0.01%
100
3013
$22K ﹤0.01%
2,000
3014
$22K ﹤0.01%
446
3015
$22K ﹤0.01%
1,025
3016
$22K ﹤0.01%
792
+40
3017
$22K ﹤0.01%
107
3018
$22K ﹤0.01%
145
+17
3019
$22K ﹤0.01%
209
3020
$22K ﹤0.01%
163
-1
3021
$22K ﹤0.01%
1,585
3022
$22K ﹤0.01%
666
-50
3023
$21K ﹤0.01%
836
3024
$21K ﹤0.01%
+870
3025
$21K ﹤0.01%
402
-156
119 120
121
122 123