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
2751
$31K ﹤0.01%
830
+300
2752
$31K ﹤0.01%
317
2753
$31K ﹤0.01%
578
2754
$30K ﹤0.01%
1,965
+428
2755
$30K ﹤0.01%
408
+18
2756
$30K ﹤0.01%
414
+46
2757
$30K ﹤0.01%
305
2758
$30K ﹤0.01%
1,250
2759
$30K ﹤0.01%
+499
2760
$30K ﹤0.01%
1,000
2761
$30K ﹤0.01%
1,500
2762
$30K ﹤0.01%
1,800
2763
$30K ﹤0.01%
383
-37
2764
$30K ﹤0.01%
842
+45
2765
$30K ﹤0.01%
2,451
+1,623
2766
$30K ﹤0.01%
5,300
2767
$30K ﹤0.01%
1,500
2768
$30K ﹤0.01%
4,066
-195
2769
$30K ﹤0.01%
161
+89
2770
$30K ﹤0.01%
1,006
+4
2771
$30K ﹤0.01%
2,719
2772
$30K ﹤0.01%
1,120
2773
$30K ﹤0.01%
394
+4
2774
$30K ﹤0.01%
1,534
+59
2775
$30K ﹤0.01%
193
+12
109 110
111
112 113