We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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 5.29%
3 Technology 5.17%
4 Financials 3.5%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$28K ﹤0.01%
698
2827
$28K ﹤0.01%
2,685
2828
$28K ﹤0.01%
1,175
2829
$27K ﹤0.01%
1,342
2830
$27K ﹤0.01%
593
2831
$27K ﹤0.01%
2,180
+5
2832
$27K ﹤0.01%
230
+1
2833
$27K ﹤0.01%
15,000
2834
$27K ﹤0.01%
+2,300
2835
$27K ﹤0.01%
510
2836
$27K ﹤0.01%
71
2837
$27K ﹤0.01%
3,057
2838
$27K ﹤0.01%
638
+142
2839
$27K ﹤0.01%
1,733
+20
2840
$27K ﹤0.01%
432
+145
2841
$27K ﹤0.01%
773
+124
2842
$27K ﹤0.01%
107
+19
2843
$27K ﹤0.01%
883
-21
2844
$27K ﹤0.01%
533
+123
2845
$27K ﹤0.01%
750
2846
$27K ﹤0.01%
1,210
2847
$27K ﹤0.01%
2,557
+177
2848
$27K ﹤0.01%
262
+17
2849
$27K ﹤0.01%
812
+111
2850
$27K ﹤0.01%
739
+4
112 113
114
115 116