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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
4151
$4K ﹤0.01%
600
4152
$4K ﹤0.01%
+600
4153
$4K ﹤0.01%
343
4154
$4K ﹤0.01%
208
+198
4155
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179
4156
$4K ﹤0.01%
33
+9
4157
$4K ﹤0.01%
416
4158
– –
0
4159
$4K ﹤0.01%
14
+6
4160
$4K ﹤0.01%
192
+72
4161
$4K ﹤0.01%
43
4162
$4K ﹤0.01%
71
4163
$4K ﹤0.01%
137
4164
$4K ﹤0.01%
308
4165
$4K ﹤0.01%
23
+6
4166
– –
0
4167
$4K ﹤0.01%
15
4168
$4K ﹤0.01%
500
4169
$4K ﹤0.01%
222
4170
$4K ﹤0.01%
21
4171
$4K ﹤0.01%
56
4172
$4K ﹤0.01%
1,300
4173
– –
0
4174
$4K ﹤0.01%
350
4175
$4K ﹤0.01%
+125
165 166
167
168 169