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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
4201
$3K ﹤0.01%
150
4202
$3K ﹤0.01%
100
4203
$3K ﹤0.01%
4,000
4204
$3K ﹤0.01%
69
4205
$3K ﹤0.01%
20
4206
$3K ﹤0.01%
137
4207
$3K ﹤0.01%
+300
4208
$3K ﹤0.01%
61
4209
$3K ﹤0.01%
400
4210
$3K ﹤0.01%
100
4211
$3K ﹤0.01%
137
4212
$3K ﹤0.01%
205
4213
$3K ﹤0.01%
336
4214
$3K ﹤0.01%
90
4215
$3K ﹤0.01%
46
4216
$3K ﹤0.01%
101
+52
4217
$3K ﹤0.01%
52
4218
$3K ﹤0.01%
50
4219
$3K ﹤0.01%
22
4220
$3K ﹤0.01%
31
4221
$3K ﹤0.01%
147
4222
$3K ﹤0.01%
21
+2
4223
$3K ﹤0.01%
705
+300
4224
$3K ﹤0.01%
154
4225
$3K ﹤0.01%
73
+27
167 168
169
170 171