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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
4376
$2K ﹤0.01%
112
+83
4377
$2K ﹤0.01%
254
4378
$2K ﹤0.01%
+504
4379
$2K ﹤0.01%
56
+15
4380
$2K ﹤0.01%
77
4381
$2K ﹤0.01%
200
4382
$2K ﹤0.01%
140
+70
4383
$2K ﹤0.01%
19
4384
$2K ﹤0.01%
10
4385
$2K ﹤0.01%
10
+1
4386
$2K ﹤0.01%
49
4387
$2K ﹤0.01%
2
4388
$2K ﹤0.01%
67
4389
$2K ﹤0.01%
68
4390
$2K ﹤0.01%
130
4391
$2K ﹤0.01%
81
4392
$2K ﹤0.01%
+49
4393
$2K ﹤0.01%
250
4394
$2K ﹤0.01%
32
4395
$2K ﹤0.01%
142
4396
$2K ﹤0.01%
1
4397
$2K ﹤0.01%
52
4398
$2K ﹤0.01%
60
4399
$2K ﹤0.01%
211
4400
$2K ﹤0.01%
130
174 175
176
177 178