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
276
$3.02M 0.08%
40,849
+3,449
277
$3.01M 0.08%
20,391
+5,018
278
$2.99M 0.08%
64,474
+24,757
279
$2.99M 0.08%
54,673
+2,718
280
$2.98M 0.08%
18,812
-268
281
$2.96M 0.08%
59,619
+2,183
282
$2.96M 0.08%
54,221
+2,590
283
$2.96M 0.08%
28,347
+1,369
284
$2.94M 0.08%
36,215
+3,986
285
$2.93M 0.08%
18,831
+1,483
286
$2.93M 0.08%
72,799
+6,658
287
$2.92M 0.08%
169,057
+15,117
288
$2.91M 0.08%
+58,895
289
$2.9M 0.08%
35,802
+3,677
290
$2.86M 0.07%
56,140
+9,509
291
$2.85M 0.07%
55,253
+5,650
292
$2.84M 0.07%
17,951
+1,398
293
$2.84M 0.07%
16,107
+1,655
294
$2.84M 0.07%
102,646
+982
295
$2.81M 0.07%
37,146
+32,504
296
$2.78M 0.07%
49,466
+1,847
297
$2.77M 0.07%
21,148
+1,882
298
$2.76M 0.07%
16,057
-376
299
$2.75M 0.07%
24,005
-199
300
$2.75M 0.07%
110,338
-2,356
10 11
12
13 14