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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
3051
$21K ﹤0.01%
8
3052
$21K ﹤0.01%
51
-1
3053
$21K ﹤0.01%
1,190
3054
$21K ﹤0.01%
837
3055
$21K ﹤0.01%
275
+108
3056
$21K ﹤0.01%
1,650
3057
$21K ﹤0.01%
5,000
3058
$21K ﹤0.01%
441
3059
$20K ﹤0.01%
188
3060
$20K ﹤0.01%
71
3061
$20K ﹤0.01%
43
3062
$20K ﹤0.01%
+1,729
3063
$20K ﹤0.01%
861
3064
$20K ﹤0.01%
+1,027
3065
$20K ﹤0.01%
805
3066
$20K ﹤0.01%
532
+86
3067
$20K ﹤0.01%
224
+138
3068
$20K ﹤0.01%
43
3069
$20K ﹤0.01%
105
3070
$20K ﹤0.01%
761
3071
$20K ﹤0.01%
131
+7
3072
$20K ﹤0.01%
340
+78
3073
$20K ﹤0.01%
6,300
3074
$20K ﹤0.01%
1,823
3075
$20K ﹤0.01%
275
+66
121 122
123
124 125