IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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 5.28%
3 Technology 5.17%
4 Financials 3.51%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$42K ﹤0.01%
2,201
2502
$42K ﹤0.01%
3,156
+343
2503
$42K ﹤0.01%
625
2504
$42K ﹤0.01%
3,346
+416
2505
$42K ﹤0.01%
1,321
2506
$42K ﹤0.01%
2,205
-115
2507
$42K ﹤0.01%
1,240
2508
$42K ﹤0.01%
1,878
+1,082
2509
$42K ﹤0.01%
809
2510
$42K ﹤0.01%
356
+47
2511
$42K ﹤0.01%
1,382
+14
2512
$42K ﹤0.01%
2,104
2513
$42K ﹤0.01%
810
+107
2514
$42K ﹤0.01%
1,727
2515
$42K ﹤0.01%
786
+400
2516
$41K ﹤0.01%
1,761
+16
2517
$41K ﹤0.01%
271
-42
2518
$41K ﹤0.01%
1,502
+39
2519
$41K ﹤0.01%
10,485
-2,199
2520
$41K ﹤0.01%
4,494
+65
2521
$41K ﹤0.01%
2,195
+46
2522
$41K ﹤0.01%
1,800
2523
$41K ﹤0.01%
2,720
+1,320
2524
$41K ﹤0.01%
1,900
+390
2525
$41K ﹤0.01%
712
+406
99 100
101
102 103