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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
3076
$20K ﹤0.01%
41
3077
$20K ﹤0.01%
3
3078
$20K ﹤0.01%
101
+8
3079
$20K ﹤0.01%
158
+9
3080
$20K ﹤0.01%
232
+132
3081
$20K ﹤0.01%
8,347
3082
$20K ﹤0.01%
999
+102
3083
$20K ﹤0.01%
1,700
3084
$20K ﹤0.01%
450
3085
$20K ﹤0.01%
1,633
+1,328
3086
– –
0
3087
$20K ﹤0.01%
530
3088
$20K ﹤0.01%
312
+9
3089
$20K ﹤0.01%
500
3090
$20K ﹤0.01%
1,004
3091
$20K ﹤0.01%
983
+1
3092
$20K ﹤0.01%
1,997
3093
$20K ﹤0.01%
433
3094
$20K ﹤0.01%
118
3095
$20K ﹤0.01%
243
+20
3096
$20K ﹤0.01%
2
3097
$20K ﹤0.01%
334
3098
$20K ﹤0.01%
231
+25
3099
$20K ﹤0.01%
177
+21
3100
$20K ﹤0.01%
703
+150
122 123
124
125 126