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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
3501
$12K ﹤0.01%
+463
3502
$12K ﹤0.01%
267
3503
$12K ﹤0.01%
800
3504
$12K ﹤0.01%
4,100
+100
3505
$12K ﹤0.01%
188
+180
3506
$12K ﹤0.01%
210
3507
$12K ﹤0.01%
78
3508
$12K ﹤0.01%
1,408
3509
$12K ﹤0.01%
9
3510
$12K ﹤0.01%
+783
3511
$12K ﹤0.01%
48
3512
$12K ﹤0.01%
552
3513
$12K ﹤0.01%
257
+40
3514
$12K ﹤0.01%
42
+4
3515
$12K ﹤0.01%
248
-1,352
3516
$12K ﹤0.01%
316
+252
3517
$12K ﹤0.01%
900
3518
$12K ﹤0.01%
252
3519
$12K ﹤0.01%
267
3520
$12K ﹤0.01%
271
+51
3521
$12K ﹤0.01%
500
3522
$12K ﹤0.01%
120
+67
3523
$12K ﹤0.01%
+1,400
3524
$12K ﹤0.01%
12
3525
$12K ﹤0.01%
407
+107
139 140
141
142 143