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
2901
$25K ﹤0.01%
220
+200
2902
$25K ﹤0.01%
453
+252
2903
$25K ﹤0.01%
1,000
2904
$25K ﹤0.01%
+980
2905
$25K ﹤0.01%
2,109
+19
2906
$25K ﹤0.01%
1,166
2907
$24K ﹤0.01%
+1,000
2908
$24K ﹤0.01%
2,644
-5
2909
$24K ﹤0.01%
49
2910
$24K ﹤0.01%
109
-23
2911
$24K ﹤0.01%
380
+31
2912
$24K ﹤0.01%
857
+31
2913
$24K ﹤0.01%
538
+369
2914
$24K ﹤0.01%
1,562
+291
2915
$24K ﹤0.01%
805
2916
$24K ﹤0.01%
450
+88
2917
$24K ﹤0.01%
3,059
-550
2918
$24K ﹤0.01%
564
-71
2919
$24K ﹤0.01%
3,000
+1,000
2920
$24K ﹤0.01%
710
2921
$24K ﹤0.01%
279
+54
2922
$24K ﹤0.01%
375
2923
$24K ﹤0.01%
777
-168
2924
$24K ﹤0.01%
1,078
2925
$24K ﹤0.01%
234
+8
115 116
117
118 119