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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
3151
$19K ﹤0.01%
1,026
+816
3152
$19K ﹤0.01%
665
+60
3153
$19K ﹤0.01%
80
+50
3154
$19K ﹤0.01%
108
-7
3155
$19K ﹤0.01%
+750
3156
$19K ﹤0.01%
177
+17
3157
$19K ﹤0.01%
162
-1
3158
$19K ﹤0.01%
427
-147
3159
$19K ﹤0.01%
+725
3160
$18K ﹤0.01%
4,026
+2,191
3161
$18K ﹤0.01%
150
+75
3162
$18K ﹤0.01%
25
3163
$18K ﹤0.01%
112
+1
3164
$18K ﹤0.01%
297
+3
3165
$18K ﹤0.01%
1,579
+141
3166
$18K ﹤0.01%
317
+127
3167
$18K ﹤0.01%
155
+143
3168
$18K ﹤0.01%
39
3169
$18K ﹤0.01%
104
3170
$18K ﹤0.01%
219
3171
$18K ﹤0.01%
153
3172
$18K ﹤0.01%
154
3173
$18K ﹤0.01%
843
3174
$18K ﹤0.01%
387
3175
$18K ﹤0.01%
67
125 126
127
128 129