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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
3926
$6K ﹤0.01%
1,026
3927
$6K ﹤0.01%
192
-35
3928
$6K ﹤0.01%
75
+69
3929
$6K ﹤0.01%
+47
3930
$6K ﹤0.01%
11
+2
3931
$6K ﹤0.01%
131
+27
3932
$6K ﹤0.01%
33
-17
3933
$6K ﹤0.01%
2
+1
3934
$6K ﹤0.01%
144
-2
3935
$6K ﹤0.01%
1,900
+400
3936
$6K ﹤0.01%
562
3937
$6K ﹤0.01%
148
3938
$6K ﹤0.01%
239
3939
$6K ﹤0.01%
189
+115
3940
$6K ﹤0.01%
121
+81
3941
$6K ﹤0.01%
500
3942
$6K ﹤0.01%
134
+3
3943
$6K ﹤0.01%
850
3944
$6K ﹤0.01%
71
-2
3945
$6K ﹤0.01%
258
+107
3946
$6K ﹤0.01%
107
3947
$6K ﹤0.01%
18
-1
3948
$6K ﹤0.01%
193
3949
$6K ﹤0.01%
125
-12
3950
$6K ﹤0.01%
376
+4
156 157
158
159 160