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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
2001
$81K ﹤0.01%
2,423
+1,703
2002
$81K ﹤0.01%
742
-65
2003
$81K ﹤0.01%
548
+148
2004
$81K ﹤0.01%
272
+28
2005
$81K ﹤0.01%
3,179
2006
$81K ﹤0.01%
1,386
+675
2007
$81K ﹤0.01%
2,730
2008
$80K ﹤0.01%
2,769
+81
2009
$80K ﹤0.01%
3,184
2010
$80K ﹤0.01%
6,557
+5,663
2011
$80K ﹤0.01%
4,593
+20
2012
$80K ﹤0.01%
1,111
-1
2013
$80K ﹤0.01%
8,829
+305
2014
$80K ﹤0.01%
5,529
+7
2015
$80K ﹤0.01%
2,594
+1,825
2016
$80K ﹤0.01%
4,600
2017
$80K ﹤0.01%
2,583
+2,001
2018
$80K ﹤0.01%
50,000
2019
$79K ﹤0.01%
1,033
+3
2020
$79K ﹤0.01%
1,008
+1
2021
$79K ﹤0.01%
3,552
2022
$79K ﹤0.01%
2,400
2023
$79K ﹤0.01%
+2,843
2024
$79K ﹤0.01%
2,795
+185
2025
$79K ﹤0.01%
27,412
79 80
81
82 83