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
2776
$30K ﹤0.01%
1,700
+100
2777
$30K ﹤0.01%
622
+1
2778
$30K ﹤0.01%
810
+307
2779
$30K ﹤0.01%
3,000
2780
$30K ﹤0.01%
66
+56
2781
$30K ﹤0.01%
1,136
-68
2782
$30K ﹤0.01%
3,000
2783
$30K ﹤0.01%
1,051
+42
2784
$29K ﹤0.01%
548
2785
$29K ﹤0.01%
296
2786
$29K ﹤0.01%
939
+2
2787
$29K ﹤0.01%
1,577
2788
$29K ﹤0.01%
775
2789
$29K ﹤0.01%
551
+49
2790
$29K ﹤0.01%
1,623
+152
2791
$29K ﹤0.01%
573
2792
$29K ﹤0.01%
2,579
-126
2793
$29K ﹤0.01%
1,049
-35
2794
$29K ﹤0.01%
972
2795
$29K ﹤0.01%
5,871
+85
2796
$29K ﹤0.01%
493
2797
$29K ﹤0.01%
1,160
+817
2798
$29K ﹤0.01%
2,682
-23
2799
$29K ﹤0.01%
114
2800
$29K ﹤0.01%
1,066
-12
110 111
112
113 114