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
2726
$32K ﹤0.01%
932
2727
$32K ﹤0.01%
358
+70
2728
$32K ﹤0.01%
+1,200
2729
$32K ﹤0.01%
1,800
2730
$32K ﹤0.01%
1,129
2731
$32K ﹤0.01%
303
+5
2732
$32K ﹤0.01%
2,461
2733
$32K ﹤0.01%
1,310
+936
2734
$32K ﹤0.01%
770
+27
2735
$32K ﹤0.01%
160
2736
$31K ﹤0.01%
537
2737
$31K ﹤0.01%
655
+637
2738
$31K ﹤0.01%
427
+5
2739
$31K ﹤0.01%
763
+4
2740
$31K ﹤0.01%
849
2741
$31K ﹤0.01%
4,002
-13
2742
$31K ﹤0.01%
2,036
+50
2743
$31K ﹤0.01%
791
+41
2744
$31K ﹤0.01%
1,553
-15
2745
$31K ﹤0.01%
635
+498
2746
$31K ﹤0.01%
644
+38
2747
$31K ﹤0.01%
766
+1
2748
$31K ﹤0.01%
614
2749
$31K ﹤0.01%
239
-2
2750
$31K ﹤0.01%
543
+156
108 109
110
111 112