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
3076
$20K ﹤0.01%
1,004
3077
$20K ﹤0.01%
983
+1
3078
$20K ﹤0.01%
433
3079
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118
3080
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243
+20
3081
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2
3082
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334
3083
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188
3084
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71
3085
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43
3086
$20K ﹤0.01%
+1,729
3087
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861
3088
$20K ﹤0.01%
+1,027
3089
$20K ﹤0.01%
532
+86
3090
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224
+138
3091
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43
3092
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105
3093
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761
3094
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340
+78
3095
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275
+66
3096
$20K ﹤0.01%
41
3097
$20K ﹤0.01%
3
3098
$20K ﹤0.01%
101
+8
3099
$20K ﹤0.01%
158
+9
3100
$20K ﹤0.01%
999
+102
122 123
124
125 126