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
2526
$41K ﹤0.01%
1,948
+141
2527
$41K ﹤0.01%
4,835
+4,351
2528
$41K ﹤0.01%
1,600
2529
$41K ﹤0.01%
+480
2530
$41K ﹤0.01%
1,452
+12
2531
$41K ﹤0.01%
433
+233
2532
$41K ﹤0.01%
5
2533
$41K ﹤0.01%
2,399
+99
2534
$41K ﹤0.01%
1,034
-150
2535
$40K ﹤0.01%
+1,552
2536
$40K ﹤0.01%
2,595
+456
2537
$40K ﹤0.01%
724
2538
$40K ﹤0.01%
1,062
+183
2539
$40K ﹤0.01%
4,000
2540
$40K ﹤0.01%
1,618
+750
2541
$40K ﹤0.01%
338
-304
2542
$40K ﹤0.01%
2,009
+6
2543
$40K ﹤0.01%
1,624
+93
2544
$40K ﹤0.01%
1,399
2545
$40K ﹤0.01%
+1,000
2546
$40K ﹤0.01%
313
+90
2547
$40K ﹤0.01%
2,600
+1,600
2548
$40K ﹤0.01%
404
+90
2549
$40K ﹤0.01%
466
2550
$40K ﹤0.01%
2,581
+1,762
100 101
102
103 104