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
3051
$21K ﹤0.01%
252
+19
3052
$21K ﹤0.01%
996
-63
3053
$21K ﹤0.01%
303
3054
$21K ﹤0.01%
8
3055
$21K ﹤0.01%
51
-1
3056
$21K ﹤0.01%
1,190
3057
$21K ﹤0.01%
5,000
3058
$21K ﹤0.01%
441
3059
$20K ﹤0.01%
131
+7
3060
$20K ﹤0.01%
6,300
3061
$20K ﹤0.01%
1,823
3062
$20K ﹤0.01%
232
+132
3063
$20K ﹤0.01%
8,347
3064
$20K ﹤0.01%
1,997
3065
$20K ﹤0.01%
703
+150
3066
$20K ﹤0.01%
+600
3067
$20K ﹤0.01%
521
+300
3068
$20K ﹤0.01%
1,673
3069
$20K ﹤0.01%
200
3070
$20K ﹤0.01%
944
+584
3071
$20K ﹤0.01%
750
3072
$20K ﹤0.01%
357
-1
3073
$20K ﹤0.01%
239
-54
3074
$20K ﹤0.01%
312
+9
3075
$20K ﹤0.01%
500
121 122
123
124 125