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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
4276
$3K ﹤0.01%
247
-8
4277
$3K ﹤0.01%
17
-4
4278
$3K ﹤0.01%
132
4279
$3K ﹤0.01%
1,000
4280
$3K ﹤0.01%
171
-155
4281
$3K ﹤0.01%
300
4282
$3K ﹤0.01%
100
4283
$3K ﹤0.01%
5
4284
$3K ﹤0.01%
78
4285
$3K ﹤0.01%
27
4286
$3K ﹤0.01%
116
4287
$3K ﹤0.01%
54
4288
$3K ﹤0.01%
76
+29
4289
$3K ﹤0.01%
51
4290
$3K ﹤0.01%
174
4291
$3K ﹤0.01%
64
-129
4292
$3K ﹤0.01%
100
4293
$3K ﹤0.01%
67
+9
4294
$3K ﹤0.01%
400
4295
$3K ﹤0.01%
+1,000
4296
$3K ﹤0.01%
75
-15
4297
$3K ﹤0.01%
97
+22
4298
$3K ﹤0.01%
200
4299
$3K ﹤0.01%
+212
4300
$3K ﹤0.01%
94
170 171
172
173 174