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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
4176
$4K ﹤0.01%
49
4177
$4K ﹤0.01%
155
4178
$4K ﹤0.01%
433
4179
$4K ﹤0.01%
250
4180
$4K ﹤0.01%
88
4181
$4K ﹤0.01%
375
4182
$3K ﹤0.01%
154
+131
4183
$3K ﹤0.01%
230
4184
$3K ﹤0.01%
32
+7
4185
$3K ﹤0.01%
+30
4186
– –
0
4187
$3K ﹤0.01%
16
4188
$3K ﹤0.01%
+11
4189
$3K ﹤0.01%
42
4190
$3K ﹤0.01%
110
4191
$3K ﹤0.01%
2
4192
$3K ﹤0.01%
41
4193
$3K ﹤0.01%
303
4194
$3K ﹤0.01%
200
4195
$3K ﹤0.01%
335
+35
4196
$3K ﹤0.01%
70
4197
$3K ﹤0.01%
9
4198
$3K ﹤0.01%
+31
4199
$3K ﹤0.01%
600
4200
$3K ﹤0.01%
100
166 167
168
169 170