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
251
$3.33M 0.09%
127,685
+8,443
252
$3.32M 0.09%
39,281
+1,456
253
$3.32M 0.09%
80,450
+21,054
254
$3.3M 0.09%
52,032
+2,014
255
$3.3M 0.09%
161,586
+17,928
256
$3.3M 0.09%
167,168
+6,835
257
$3.27M 0.09%
114,266
+1,206
258
$3.26M 0.08%
190,778
+16,601
259
$3.25M 0.08%
66,889
+5,956
260
$3.25M 0.08%
69,892
+609
261
$3.24M 0.08%
181,101
+66,179
262
$3.21M 0.08%
57,358
-222
263
$3.21M 0.08%
64,912
+384
264
$3.2M 0.08%
35,315
+2,179
265
$3.18M 0.08%
67,130
-14,498
266
$3.16M 0.08%
40,000
267
$3.13M 0.08%
125,973
+10,941
268
$3.12M 0.08%
58,574
+1,344
269
$3.1M 0.08%
67,434
+61,362
270
$3.1M 0.08%
52,221
+8,214
271
$3.08M 0.08%
25,020
+4,483
272
$3.05M 0.08%
131,606
+10,689
273
$3.04M 0.08%
45,103
+2,856
274
$3.03M 0.08%
99,615
+6,795
275
$3.02M 0.08%
39,758
-8,908
9 10
11
12 13