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
2626
$36K ﹤0.01%
179
+6
2627
$36K ﹤0.01%
724
2628
$36K ﹤0.01%
5,751
2629
$36K ﹤0.01%
1,861
2630
$36K ﹤0.01%
219
+8
2631
$36K ﹤0.01%
1,076
+202
2632
$36K ﹤0.01%
2,424
2633
$36K ﹤0.01%
274
+56
2634
$36K ﹤0.01%
1,763
2635
$36K ﹤0.01%
+72
2636
$36K ﹤0.01%
1,507
2637
$36K ﹤0.01%
1,052
+129
2638
$36K ﹤0.01%
928
+11
2639
$36K ﹤0.01%
181
+47
2640
$36K ﹤0.01%
748
+47
2641
$36K ﹤0.01%
1,072
-180
2642
$35K ﹤0.01%
739
+3
2643
$35K ﹤0.01%
478
+9
2644
$35K ﹤0.01%
698
+1
2645
$35K ﹤0.01%
1,802
+300
2646
$35K ﹤0.01%
321
2647
$35K ﹤0.01%
580
-61
2648
$35K ﹤0.01%
870
+600
2649
$35K ﹤0.01%
1,095
2650
$35K ﹤0.01%
502
104 105
106
107 108