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
3151
$19K ﹤0.01%
423
3152
$19K ﹤0.01%
2,130
3153
$19K ﹤0.01%
545
+147
3154
$19K ﹤0.01%
+1,507
3155
$19K ﹤0.01%
112
-13
3156
$19K ﹤0.01%
161
+5
3157
$19K ﹤0.01%
89
-20
3158
$19K ﹤0.01%
+10,000
3159
$19K ﹤0.01%
106
+4
3160
$18K ﹤0.01%
155
+143
3161
$18K ﹤0.01%
387
3162
$18K ﹤0.01%
67
3163
$18K ﹤0.01%
34
+33
3164
$18K ﹤0.01%
744
3165
$18K ﹤0.01%
2,080
3166
$18K ﹤0.01%
562
+503
3167
$18K ﹤0.01%
116
-417
3168
$18K ﹤0.01%
84
+18
3169
$18K ﹤0.01%
403
3170
$18K ﹤0.01%
298
3171
$18K ﹤0.01%
+61
3172
$18K ﹤0.01%
381
+33
3173
$18K ﹤0.01%
1,220
+12
3174
$18K ﹤0.01%
500
+259
3175
$18K ﹤0.01%
1,008
+689
125 126
127
128 129