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
2551
$40K ﹤0.01%
574
+317
2552
$40K ﹤0.01%
+2,000
2553
$40K ﹤0.01%
1,742
-1,854
2554
$39K ﹤0.01%
668
2555
$39K ﹤0.01%
745
2556
$39K ﹤0.01%
497
2557
$39K ﹤0.01%
1,187
+2
2558
$39K ﹤0.01%
329
2559
$39K ﹤0.01%
869
+71
2560
$39K ﹤0.01%
+923
2561
$39K ﹤0.01%
1,670
2562
$39K ﹤0.01%
545
+122
2563
$39K ﹤0.01%
1,081
2564
$39K ﹤0.01%
1,590
+5
2565
$39K ﹤0.01%
1,311
+102
2566
$39K ﹤0.01%
688
-16
2567
$39K ﹤0.01%
901
+121
2568
$39K ﹤0.01%
1,919
2569
$38K ﹤0.01%
4,000
2570
$38K ﹤0.01%
243
+83
2571
$38K ﹤0.01%
2,009
-24
2572
$38K ﹤0.01%
757
+37
2573
$38K ﹤0.01%
2,027
+1,500
2574
$38K ﹤0.01%
600
2575
$38K ﹤0.01%
1,231
+865
101 102
103
104 105