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
2801
$29K ﹤0.01%
1,000
+168
2802
$29K ﹤0.01%
480
2803
$29K ﹤0.01%
431
+181
2804
$29K ﹤0.01%
1,150
2805
$29K ﹤0.01%
1,196
+1,058
2806
$28K ﹤0.01%
481
2807
$28K ﹤0.01%
364
+98
2808
$28K ﹤0.01%
1,600
2809
$28K ﹤0.01%
1,320
-4
2810
$28K ﹤0.01%
567
2811
$28K ﹤0.01%
245
+148
2812
$28K ﹤0.01%
538
+39
2813
$28K ﹤0.01%
1,891
+11
2814
$28K ﹤0.01%
150
2815
$28K ﹤0.01%
2,000
2816
$28K ﹤0.01%
279
+210
2817
$28K ﹤0.01%
2,146
2818
$28K ﹤0.01%
4,187
+750
2819
$28K ﹤0.01%
648
2820
$28K ﹤0.01%
679
2821
$28K ﹤0.01%
593
+63
2822
$28K ﹤0.01%
417
+8
2823
$28K ﹤0.01%
36
+15
2824
$28K ﹤0.01%
1,471
-50
2825
$28K ﹤0.01%
698
111 112
113
114 115