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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
4351
$2K ﹤0.01%
19
4352
$2K ﹤0.01%
61
4353
$2K ﹤0.01%
133
4354
$2K ﹤0.01%
50
4355
$2K ﹤0.01%
53
4356
$2K ﹤0.01%
5
4357
$2K ﹤0.01%
74
4358
$2K ﹤0.01%
40
4359
$2K ﹤0.01%
247
4360
$2K ﹤0.01%
115
4361
$2K ﹤0.01%
64
-10
4362
$2K ﹤0.01%
264
4363
$2K ﹤0.01%
250
4364
$2K ﹤0.01%
100
4365
– –
0
4366
$2K ﹤0.01%
3
4367
$2K ﹤0.01%
19
4368
$2K ﹤0.01%
62
4369
$2K ﹤0.01%
35
4370
$2K ﹤0.01%
3
4371
$2K ﹤0.01%
2
4372
$2K ﹤0.01%
65
4373
$2K ﹤0.01%
43
4374
$2K ﹤0.01%
68
4375
$2K ﹤0.01%
52
+2
173 174
175
176 177