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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
3876
$7K ﹤0.01%
+200
3877
$7K ﹤0.01%
262
+48
3878
$7K ﹤0.01%
3
-2
3879
$7K ﹤0.01%
200
3880
$7K ﹤0.01%
422
+22
3881
$7K ﹤0.01%
200
3882
$7K ﹤0.01%
120
3883
$7K ﹤0.01%
226
3884
$7K ﹤0.01%
292
+150
3885
$7K ﹤0.01%
300
3886
$7K ﹤0.01%
193
3887
$7K ﹤0.01%
136
3888
$7K ﹤0.01%
375
3889
$7K ﹤0.01%
+350
3890
$7K ﹤0.01%
440
+38
3891
$7K ﹤0.01%
+8
3892
$7K ﹤0.01%
30
+13
3893
$7K ﹤0.01%
161
+14
3894
$7K ﹤0.01%
326
3895
$7K ﹤0.01%
79
-4
3896
$7K ﹤0.01%
212
+100
3897
$7K ﹤0.01%
98
-5
3898
$7K ﹤0.01%
260
3899
$7K ﹤0.01%
61
3900
$7K ﹤0.01%
140
154 155
156
157 158