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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
3751
$8K ﹤0.01%
11
+5
3752
$8K ﹤0.01%
10
3753
$8K ﹤0.01%
+904
3754
$8K ﹤0.01%
307
+16
3755
$8K ﹤0.01%
382
+181
3756
$8K ﹤0.01%
659
3757
$8K ﹤0.01%
21
3758
$8K ﹤0.01%
349
3759
$8K ﹤0.01%
132
3760
$8K ﹤0.01%
295
+26
3761
$8K ﹤0.01%
27
3762
$8K ﹤0.01%
372
3763
$8K ﹤0.01%
148
3764
$8K ﹤0.01%
417
3765
$8K ﹤0.01%
275
+50
3766
$8K ﹤0.01%
158
+31
3767
$8K ﹤0.01%
331
+41
3768
$8K ﹤0.01%
90
3769
$8K ﹤0.01%
495
3770
$8K ﹤0.01%
331
3771
$8K ﹤0.01%
74
3772
$8K ﹤0.01%
193
+100
3773
$8K ﹤0.01%
200
3774
$8K ﹤0.01%
1,495
+394
3775
$8K ﹤0.01%
132
149 150
151
152 153