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
2676
$34K ﹤0.01%
2,829
+1,889
2677
$34K ﹤0.01%
205
2678
$33K ﹤0.01%
272
2679
$33K ﹤0.01%
3,100
2680
$33K ﹤0.01%
495
2681
$33K ﹤0.01%
955
+182
2682
$33K ﹤0.01%
1,033
+59
2683
$33K ﹤0.01%
619
+2
2684
$33K ﹤0.01%
375
2685
$33K ﹤0.01%
681
+46
2686
$33K ﹤0.01%
729
+12
2687
$33K ﹤0.01%
594
2688
$33K ﹤0.01%
896
+432
2689
$33K ﹤0.01%
301
+4
2690
$33K ﹤0.01%
1,033
2691
$33K ﹤0.01%
4,597
2692
$33K ﹤0.01%
54
2693
$33K ﹤0.01%
1,163
+106
2694
$33K ﹤0.01%
288
2695
$33K ﹤0.01%
1,252
+1,032
2696
$33K ﹤0.01%
1,307
+18
2697
$33K ﹤0.01%
+150
2698
$33K ﹤0.01%
182
+15
2699
$33K ﹤0.01%
2,197
-150
2700
$33K ﹤0.01%
1,665
106 107
108
109 110