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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
4426
$2K ﹤0.01%
498
4427
$2K ﹤0.01%
90
+35
4428
$2K ﹤0.01%
141
4429
$2K ﹤0.01%
1,220
4430
$2K ﹤0.01%
253
4431
$2K ﹤0.01%
13
4432
$2K ﹤0.01%
25
4433
$2K ﹤0.01%
175
4434
$2K ﹤0.01%
66
+1
4435
$2K ﹤0.01%
220
4436
$2K ﹤0.01%
32
4437
$2K ﹤0.01%
400
4438
$2K ﹤0.01%
94
-18
4439
$2K ﹤0.01%
22
+1
4440
$2K ﹤0.01%
62
+6
4441
$2K ﹤0.01%
10
4442
$2K ﹤0.01%
170
4443
– –
0
4444
$2K ﹤0.01%
77
+2
4445
$2K ﹤0.01%
121
4446
$2K ﹤0.01%
81
4447
$2K ﹤0.01%
72
4448
$2K ﹤0.01%
+5
4449
$2K ﹤0.01%
+3
4450
$2K ﹤0.01%
+6
176 177
178
179 180