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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
3401
$14K ﹤0.01%
1,735
3402
$14K ﹤0.01%
12
+1
3403
$14K ﹤0.01%
217
+17
3404
$14K ﹤0.01%
108
+77
3405
$14K ﹤0.01%
314
+2
3406
$14K ﹤0.01%
19
-2
3407
$14K ﹤0.01%
12
-2
3408
$14K ﹤0.01%
413
-65
3409
$14K ﹤0.01%
636
+452
3410
$14K ﹤0.01%
32
3411
$14K ﹤0.01%
351
+1
3412
$14K ﹤0.01%
566
+514
3413
$14K ﹤0.01%
2,540
3414
$14K ﹤0.01%
171
+2
3415
$14K ﹤0.01%
56
3416
$14K ﹤0.01%
341
+62
3417
$14K ﹤0.01%
1
3418
$14K ﹤0.01%
150
3419
$14K ﹤0.01%
295
+100
3420
$14K ﹤0.01%
707
+186
3421
$14K ﹤0.01%
293
+1
3422
$14K ﹤0.01%
338
3423
$14K ﹤0.01%
270
3424
$14K ﹤0.01%
+301
3425
$14K ﹤0.01%
152
135 136
137
138 139