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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
4401
$2K ﹤0.01%
+97
4402
$2K ﹤0.01%
41
4403
$2K ﹤0.01%
500
4404
$2K ﹤0.01%
125
4405
$2K ﹤0.01%
1
4406
$2K ﹤0.01%
90
4407
$2K ﹤0.01%
28
4408
$2K ﹤0.01%
120
4409
$2K ﹤0.01%
27
+1
4410
$2K ﹤0.01%
104
4411
$2K ﹤0.01%
5
4412
$2K ﹤0.01%
97
4413
$2K ﹤0.01%
+25
4414
$2K ﹤0.01%
74
4415
$2K ﹤0.01%
5
4416
$2K ﹤0.01%
20
4417
$2K ﹤0.01%
100
4418
$2K ﹤0.01%
106
+19
4419
$2K ﹤0.01%
20
4420
$2K ﹤0.01%
582
4421
$2K ﹤0.01%
+50
4422
$2K ﹤0.01%
51
+48
4423
$2K ﹤0.01%
25
4424
$2K ﹤0.01%
121
+116
4425
$2K ﹤0.01%
42
175 176
177
178 179