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
2951
$23K ﹤0.01%
500
+3
2952
$23K ﹤0.01%
883
+518
2953
$23K ﹤0.01%
2,500
2954
$23K ﹤0.01%
348
2955
$23K ﹤0.01%
910
-48
2956
$23K ﹤0.01%
187
+87
2957
$23K ﹤0.01%
278
2958
$23K ﹤0.01%
271
+47
2959
$23K ﹤0.01%
1,400
2960
$23K ﹤0.01%
113
+9
2961
$23K ﹤0.01%
432
+190
2962
$23K ﹤0.01%
174
2963
$23K ﹤0.01%
72
-3
2964
$23K ﹤0.01%
198
+55
2965
$23K ﹤0.01%
892
2966
$23K ﹤0.01%
2,800
2967
$23K ﹤0.01%
337
2968
$23K ﹤0.01%
1,730
+298
2969
$23K ﹤0.01%
146
+84
2970
$23K ﹤0.01%
512
+54
2971
$23K ﹤0.01%
1,838
+1,698
2972
$23K ﹤0.01%
736
+352
2973
$23K ﹤0.01%
715
+260
2974
$23K ﹤0.01%
750
+300
2975
$23K ﹤0.01%
1,085
117 118
119
120 121