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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
3201
$18K ﹤0.01%
+107
3202
$18K ﹤0.01%
600
3203
$18K ﹤0.01%
438
-68
3204
$18K ﹤0.01%
654
3205
$18K ﹤0.01%
14
+11
3206
$18K ﹤0.01%
84
+18
3207
$18K ﹤0.01%
403
3208
$18K ﹤0.01%
298
3209
$18K ﹤0.01%
+61
3210
$18K ﹤0.01%
381
+33
3211
$18K ﹤0.01%
616
+3
3212
$18K ﹤0.01%
741
+2
3213
$18K ﹤0.01%
590
+183
3214
$18K ﹤0.01%
1,220
+12
3215
$18K ﹤0.01%
1,116
-1
3216
$18K ﹤0.01%
500
+259
3217
$18K ﹤0.01%
1,008
+689
3218
$18K ﹤0.01%
1,112
-59
3219
$18K ﹤0.01%
645
3220
$18K ﹤0.01%
114
3221
– –
0
3222
$17K ﹤0.01%
590
+540
3223
$17K ﹤0.01%
39
-21
3224
$17K ﹤0.01%
58
3225
$17K ﹤0.01%
156
+9
127 128
129
130 131