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
2701
$33K ﹤0.01%
1,109
2702
$33K ﹤0.01%
750
2703
$33K ﹤0.01%
539
+67
2704
$33K ﹤0.01%
3,167
+600
2705
$33K ﹤0.01%
334
+47
2706
$33K ﹤0.01%
411
+3
2707
$33K ﹤0.01%
11
2708
$33K ﹤0.01%
545
+1
2709
$33K ﹤0.01%
117
+17
2710
$32K ﹤0.01%
439
+158
2711
$32K ﹤0.01%
849
-54
2712
$32K ﹤0.01%
935
+175
2713
$32K ﹤0.01%
1,772
+229
2714
$32K ﹤0.01%
1,092
2715
$32K ﹤0.01%
1,000
2716
$32K ﹤0.01%
1,541
2717
$32K ﹤0.01%
1,060
+890
2718
$32K ﹤0.01%
1,891
-41
2719
$32K ﹤0.01%
3,684
+3,530
2720
$32K ﹤0.01%
1,826
-80
2721
$32K ﹤0.01%
929
+51
2722
$32K ﹤0.01%
1,746
2723
$32K ﹤0.01%
1,286
2724
$32K ﹤0.01%
2,440
2725
$32K ﹤0.01%
1,552
+303
107 108
109
110 111