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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
3851
– –
0
3852
$7K ﹤0.01%
676
3853
$7K ﹤0.01%
105
+19
3854
$7K ﹤0.01%
149
+136
3855
$7K ﹤0.01%
+464
3856
$7K ﹤0.01%
350
3857
$7K ﹤0.01%
158
3858
$7K ﹤0.01%
89
3859
$7K ﹤0.01%
67
+35
3860
$7K ﹤0.01%
53
3861
$7K ﹤0.01%
121
+22
3862
$7K ﹤0.01%
+200
3863
$7K ﹤0.01%
626
+80
3864
$7K ﹤0.01%
153
3865
$7K ﹤0.01%
500
3866
$7K ﹤0.01%
256
3867
$7K ﹤0.01%
270
+203
3868
$7K ﹤0.01%
70
+5
3869
$7K ﹤0.01%
93
+21
3870
$7K ﹤0.01%
76
3871
$7K ﹤0.01%
120
+10
3872
$7K ﹤0.01%
+327
3873
$7K ﹤0.01%
+540
3874
$7K ﹤0.01%
146
+89
3875
$7K ﹤0.01%
152
153 154
155
156 157