LPL Financial
SFLO icon

LPL Financial’s VictoryShares Small Cap Free Cash Flow ETF SFLO Stock Holding History

LPL Financial’s Portfolio SFLO Stock Details SFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.1M Buy
1,101,288
+144,000
+15% +$4.32M 0.01% 1127
2025
Q4 		$28.2M Buy
957,288
+293,515
+44% +$8.52M 0.01% 1176
2025
Q3 		$19.3M Sell
663,773
-98,372
-13% -$2.77M 0.01% 1387
2025
Q2 		$20M Buy
762,145
+97,153
+15% +$2.37M 0.01% 1250
2025
Q1 		$16.3M Buy
664,992
+232,278
+54% +$6.14M 0.01% 1281
2024
Q4 		$11.5M Buy
+432,714
New +$11.8M ﹤0.01% 1429

Other funds holding SFLO

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial's SFLO Position: Q1 2026 in Review

LPL Financial increased its VictoryShares Small Cap Free Cash Flow ETF (SFLO) stake by 15% in Q1 2026, buying an estimated $4.32M and bringing the position to 1,101,288 shares worth $33.1M. The position accounts for 0.01% of the portfolio, ranked #1127.

LPL Financial first reported a position in SFLO in Q4 2024 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold SFLO as of Q1 2026.

  • LPL Financial held 1,101,288 shares of VictoryShares Small Cap Free Cash Flow ETF worth $33.1M as of Q1 2026.
  • LPL Financial bought 144,000 VictoryShares Small Cap Free Cash Flow ETF shares in Q1 2026, an estimated $4.32M.
  • VictoryShares Small Cap Free Cash Flow ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1127 holding.
  • LPL Financial first reported a position in VictoryShares Small Cap Free Cash Flow ETF in Q4 2024 and has held it in 6 quarters since.
  • 62 funds tracked by Wall St. Rank held VictoryShares Small Cap Free Cash Flow ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.