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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
3226
$17K ﹤0.01%
1,454
3227
$17K ﹤0.01%
68
+7
3228
$17K ﹤0.01%
244
3229
$17K ﹤0.01%
149
3230
$17K ﹤0.01%
570
-53
3231
$17K ﹤0.01%
3,915
+3,900
3232
$17K ﹤0.01%
17
+1
3233
$17K ﹤0.01%
104
3234
$17K ﹤0.01%
4,741
3235
$17K ﹤0.01%
234
+77
3236
$17K ﹤0.01%
58
3237
$17K ﹤0.01%
104
3238
$17K ﹤0.01%
400
3239
$17K ﹤0.01%
154
3240
$17K ﹤0.01%
925
+531
3241
$17K ﹤0.01%
1,197
3242
$17K ﹤0.01%
72
3243
$17K ﹤0.01%
156
+16
3244
$17K ﹤0.01%
726
-53
3245
$17K ﹤0.01%
217
+1
3246
$17K ﹤0.01%
624
+24
3247
$17K ﹤0.01%
375
+159
3248
$17K ﹤0.01%
761
+8
3249
$17K ﹤0.01%
83
3250
$17K ﹤0.01%
1,042
128 129
130
131 132