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
2851
$27K ﹤0.01%
2,557
+177
2852
$27K ﹤0.01%
262
+17
2853
$27K ﹤0.01%
64
2854
$26K ﹤0.01%
328
+5
2855
$26K ﹤0.01%
499
2856
$26K ﹤0.01%
1,642
2857
$26K ﹤0.01%
447
2858
$26K ﹤0.01%
183
-4
2859
$26K ﹤0.01%
2,421
+1,197
2860
$26K ﹤0.01%
2,662
+1,219
2861
$26K ﹤0.01%
339
+18
2862
$26K ﹤0.01%
580
-25
2863
$26K ﹤0.01%
726
+288
2864
$26K ﹤0.01%
187
+171
2865
$26K ﹤0.01%
1,001
-576
2866
$26K ﹤0.01%
341
+1
2867
$26K ﹤0.01%
163
2868
$26K ﹤0.01%
2,417
2869
$26K ﹤0.01%
1,000
2870
$26K ﹤0.01%
383
+25
2871
$26K ﹤0.01%
110
+18
2872
$26K ﹤0.01%
911
+6
2873
$26K ﹤0.01%
544
-12
2874
$26K ﹤0.01%
1,044
2875
$26K ﹤0.01%
1,040
+50
113 114
115
116 117