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
2576
$38K ﹤0.01%
1,170
+433
2577
$38K ﹤0.01%
1,480
+115
2578
$38K ﹤0.01%
396
+133
2579
$38K ﹤0.01%
6,828
+865
2580
$38K ﹤0.01%
1,717
+803
2581
$38K ﹤0.01%
1,241
+174
2582
$38K ﹤0.01%
2,005
-21
2583
$38K ﹤0.01%
3,737
+3,100
2584
$38K ﹤0.01%
424
+154
2585
$38K ﹤0.01%
1,287
2586
$38K ﹤0.01%
4,555
2587
$38K ﹤0.01%
902
+104
2588
$38K ﹤0.01%
819
+19
2589
$38K ﹤0.01%
724
+391
2590
$38K ﹤0.01%
3,980
2591
$38K ﹤0.01%
1,437
2592
$38K ﹤0.01%
100
2593
$38K ﹤0.01%
356
+253
2594
$38K ﹤0.01%
2,644
2595
$38K ﹤0.01%
1,502
+709
2596
$38K ﹤0.01%
412
-1,188
2597
$38K ﹤0.01%
1,930
-139
2598
$38K ﹤0.01%
2,430
+33
2599
$38K ﹤0.01%
530
+140
2600
$38K ﹤0.01%
361
+5
102 103
104
105 106