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
2876
$26K ﹤0.01%
404
2877
$26K ﹤0.01%
532
+500
2878
$26K ﹤0.01%
318
+1
2879
$26K ﹤0.01%
505
+4
2880
$26K ﹤0.01%
1,800
2881
$26K ﹤0.01%
247
-8
2882
$26K ﹤0.01%
287
+96
2883
$25K ﹤0.01%
372
2884
$25K ﹤0.01%
233
2885
$25K ﹤0.01%
927
+175
2886
$25K ﹤0.01%
792
+37
2887
$25K ﹤0.01%
1,027
2888
$25K ﹤0.01%
150
+4
2889
$25K ﹤0.01%
900
2890
$25K ﹤0.01%
92
+78
2891
$25K ﹤0.01%
439
+247
2892
$25K ﹤0.01%
446
+164
2893
$25K ﹤0.01%
491
2894
$25K ﹤0.01%
204
+46
2895
$25K ﹤0.01%
615
+473
2896
$25K ﹤0.01%
479
+114
2897
$25K ﹤0.01%
2,000
2898
$25K ﹤0.01%
1,000
2899
$25K ﹤0.01%
1,409
+537
2900
$25K ﹤0.01%
281
+109
114 115
116
117 118