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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
4126
$4K ﹤0.01%
175
4127
$4K ﹤0.01%
60
4128
$4K ﹤0.01%
+100
4129
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191
4130
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200
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50
4133
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+102
4134
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161
+1
4135
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1
4136
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122
4137
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84
+62
4138
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199
-269
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200
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8
4141
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+53
4142
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157
+125
4143
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322
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102
4145
$4K ﹤0.01%
55
+48
4146
$4K ﹤0.01%
48
4147
$4K ﹤0.01%
10
4148
$4K ﹤0.01%
1,000
4149
$4K ﹤0.01%
464
4150
$4K ﹤0.01%
64
164 165
166
167 168