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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
3126
$19K ﹤0.01%
524
+237
3127
$19K ﹤0.01%
1,385
3128
$19K ﹤0.01%
156
3129
$19K ﹤0.01%
297
3130
$19K ﹤0.01%
306
3131
$19K ﹤0.01%
195
+26
3132
$19K ﹤0.01%
5,406
3133
$19K ﹤0.01%
165
+111
3134
$19K ﹤0.01%
260
3135
$19K ﹤0.01%
815
3136
$19K ﹤0.01%
1,278
3137
$19K ﹤0.01%
2,849
+1,823
3138
$19K ﹤0.01%
153
3139
$19K ﹤0.01%
33
3140
$19K ﹤0.01%
2,268
3141
$19K ﹤0.01%
119
-3
3142
$19K ﹤0.01%
423
3143
$19K ﹤0.01%
2,130
3144
$19K ﹤0.01%
545
+147
3145
$19K ﹤0.01%
+1,507
3146
$19K ﹤0.01%
112
-13
3147
$19K ﹤0.01%
161
+5
3148
$19K ﹤0.01%
89
-20
3149
$19K ﹤0.01%
+10,000
3150
$19K ﹤0.01%
106
+4
124 125
126
127 128