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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
4001
$5K ﹤0.01%
91
-1
4002
$5K ﹤0.01%
200
4003
$5K ﹤0.01%
141
4004
$5K ﹤0.01%
130
4005
$5K ﹤0.01%
+103
4006
$5K ﹤0.01%
+103
4007
$5K ﹤0.01%
85
4008
$5K ﹤0.01%
296
4009
$5K ﹤0.01%
200
4010
$5K ﹤0.01%
143
+27
4011
$5K ﹤0.01%
233
+33
4012
$5K ﹤0.01%
50
4013
$5K ﹤0.01%
31
4014
$5K ﹤0.01%
167
4015
$5K ﹤0.01%
258
+98
4016
$5K ﹤0.01%
204
4017
$5K ﹤0.01%
26
+3
4018
$5K ﹤0.01%
86
4019
$5K ﹤0.01%
255
-15
4020
$5K ﹤0.01%
100
4021
$5K ﹤0.01%
97
4022
$5K ﹤0.01%
183
+12
4023
$5K ﹤0.01%
53
4024
$5K ﹤0.01%
100
4025
$5K ﹤0.01%
76
159 160
161
162 163