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
3176
$18K ﹤0.01%
1,112
-59
3177
$18K ﹤0.01%
645
3178
$18K ﹤0.01%
4,026
+2,191
3179
$18K ﹤0.01%
150
+75
3180
$18K ﹤0.01%
25
3181
$18K ﹤0.01%
112
+1
3182
$18K ﹤0.01%
297
+3
3183
$18K ﹤0.01%
1,579
+141
3184
$18K ﹤0.01%
317
+127
3185
$18K ﹤0.01%
39
3186
$18K ﹤0.01%
104
3187
$18K ﹤0.01%
219
3188
$18K ﹤0.01%
153
3189
$18K ﹤0.01%
154
3190
$18K ﹤0.01%
843
3191
$18K ﹤0.01%
517
+20
3192
$18K ﹤0.01%
903
3193
$18K ﹤0.01%
270
3194
$18K ﹤0.01%
423
3195
$18K ﹤0.01%
1,632
3196
$18K ﹤0.01%
1,276
+638
3197
$18K ﹤0.01%
1,283
+1,100
3198
$18K ﹤0.01%
1,255
-18
3199
$18K ﹤0.01%
76
-22
3200
$18K ﹤0.01%
45
-73
126 127
128
129 130