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
2976
$23K ﹤0.01%
574
+51
2977
$23K ﹤0.01%
898
+198
2978
$23K ﹤0.01%
167
+5
2979
$23K ﹤0.01%
112
+34
2980
$22K ﹤0.01%
214
+27
2981
$22K ﹤0.01%
403
+1
2982
$22K ﹤0.01%
23
+19
2983
$22K ﹤0.01%
1,000
2984
$22K ﹤0.01%
135
+22
2985
$22K ﹤0.01%
770
2986
$22K ﹤0.01%
124
+41
2987
$22K ﹤0.01%
2,984
+515
2988
$22K ﹤0.01%
112
+1
2989
$22K ﹤0.01%
1,800
2990
$22K ﹤0.01%
643
+25
2991
$22K ﹤0.01%
352
+63
2992
$22K ﹤0.01%
1,190
+350
2993
$22K ﹤0.01%
425
2994
$22K ﹤0.01%
3,459
2995
$22K ﹤0.01%
716
+663
2996
$22K ﹤0.01%
517
+17
2997
$22K ﹤0.01%
1,517
-9
2998
$22K ﹤0.01%
133
-2
2999
$22K ﹤0.01%
+520
3000
$22K ﹤0.01%
278
118 119
120
121 122