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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
2151
$67K ﹤0.01%
3,000
+1,000
2152
$67K ﹤0.01%
4,331
2153
$67K ﹤0.01%
2,932
+2,712
2154
$67K ﹤0.01%
153
-23
2155
$67K ﹤0.01%
2,945
2156
$67K ﹤0.01%
2,345
2157
$67K ﹤0.01%
92
+29
2158
$67K ﹤0.01%
3,250
2159
$67K ﹤0.01%
1,227
+541
2160
$67K ﹤0.01%
3,214
2161
$67K ﹤0.01%
104
+22
2162
$67K ﹤0.01%
10,000
2163
$67K ﹤0.01%
1,017
2164
$66K ﹤0.01%
1,093
+214
2165
$66K ﹤0.01%
1,322
2166
$66K ﹤0.01%
2,604
+372
2167
$66K ﹤0.01%
2,094
+142
2168
$66K ﹤0.01%
929
+36
2169
$66K ﹤0.01%
1,598
2170
$66K ﹤0.01%
4,516
2171
$66K ﹤0.01%
+2,662
2172
$65K ﹤0.01%
2,525
-3
2173
$65K ﹤0.01%
1,918
+359
2174
$65K ﹤0.01%
3,706
2175
$65K ﹤0.01%
+2,569
85 86
87
88 89