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
3201
$18K ﹤0.01%
2,701
3202
$18K ﹤0.01%
525
3203
$18K ﹤0.01%
44
3204
$18K ﹤0.01%
+92
3205
$18K ﹤0.01%
2,528
3206
$18K ﹤0.01%
1,000
+650
3207
$18K ﹤0.01%
438
-68
3208
$18K ﹤0.01%
485
3209
$18K ﹤0.01%
+440
3210
$18K ﹤0.01%
121
-1
3211
$18K ﹤0.01%
297
3212
$18K ﹤0.01%
+107
3213
$18K ﹤0.01%
600
3214
$18K ﹤0.01%
654
3215
$18K ﹤0.01%
14
+11
3216
$18K ﹤0.01%
616
+3
3217
$18K ﹤0.01%
741
+2
3218
$18K ﹤0.01%
590
+183
3219
$18K ﹤0.01%
1,116
-1
3220
$18K ﹤0.01%
114
3221
$17K ﹤0.01%
149
3222
$17K ﹤0.01%
4,741
3223
$17K ﹤0.01%
234
+77
3224
$17K ﹤0.01%
58
3225
$17K ﹤0.01%
104
127 128
129
130 131