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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
3676
$10K ﹤0.01%
204
+174
3677
$10K ﹤0.01%
401
-200
3678
$10K ﹤0.01%
95
+82
3679
$10K ﹤0.01%
4
3680
$10K ﹤0.01%
529
+178
3681
$10K ﹤0.01%
220
3682
$10K ﹤0.01%
+15
3683
$10K ﹤0.01%
102
3684
$10K ﹤0.01%
1,000
3685
$10K ﹤0.01%
150
+15
3686
$10K ﹤0.01%
490
3687
$9K ﹤0.01%
215
3688
$9K ﹤0.01%
214
-230
3689
$9K ﹤0.01%
805
+250
3690
$9K ﹤0.01%
1,107
+10
3691
$9K ﹤0.01%
182
+125
3692
$9K ﹤0.01%
3,252
+113
3693
$9K ﹤0.01%
68
3694
$9K ﹤0.01%
100
-1
3695
$9K ﹤0.01%
3,700
3696
$9K ﹤0.01%
375
+180
3697
$9K ﹤0.01%
164
3698
$9K ﹤0.01%
275
3699
$9K ﹤0.01%
300
3700
$9K ﹤0.01%
500
146 147
148
149 150