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
3026
$21K ﹤0.01%
837
3027
$21K ﹤0.01%
275
+108
3028
$21K ﹤0.01%
1,650
3029
$21K ﹤0.01%
836
3030
$21K ﹤0.01%
+870
3031
$21K ﹤0.01%
402
-156
3032
$21K ﹤0.01%
825
3033
$21K ﹤0.01%
250
+93
3034
$21K ﹤0.01%
702
3035
$21K ﹤0.01%
594
3036
$21K ﹤0.01%
+140
3037
$21K ﹤0.01%
42
+17
3038
$21K ﹤0.01%
375
-12
3039
$21K ﹤0.01%
186
+67
3040
$21K ﹤0.01%
2,253
3041
$21K ﹤0.01%
905
+560
3042
$21K ﹤0.01%
358
+24
3043
$21K ﹤0.01%
1,882
+916
3044
$21K ﹤0.01%
519
+230
3045
$21K ﹤0.01%
+1,092
3046
$21K ﹤0.01%
106
+14
3047
$21K ﹤0.01%
1,285
3048
$21K ﹤0.01%
198
3049
$21K ﹤0.01%
1,457
-195
3050
$21K ﹤0.01%
219
+200
120 121
122
123 124