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
3226
$17K ﹤0.01%
154
3227
$17K ﹤0.01%
1,197
3228
$17K ﹤0.01%
656
+594
3229
$17K ﹤0.01%
101
3230
– –
0
3231
$17K ﹤0.01%
590
+540
3232
$17K ﹤0.01%
39
-21
3233
$17K ﹤0.01%
58
3234
$17K ﹤0.01%
156
+9
3235
$17K ﹤0.01%
1,454
3236
$17K ﹤0.01%
68
+7
3237
$17K ﹤0.01%
244
3238
$17K ﹤0.01%
570
-53
3239
$17K ﹤0.01%
3,915
+3,900
3240
$17K ﹤0.01%
17
+1
3241
$17K ﹤0.01%
104
3242
$17K ﹤0.01%
925
+531
3243
$17K ﹤0.01%
72
3244
$17K ﹤0.01%
156
+16
3245
$17K ﹤0.01%
726
-53
3246
$17K ﹤0.01%
217
+1
3247
$17K ﹤0.01%
624
+24
3248
$17K ﹤0.01%
375
+159
3249
$17K ﹤0.01%
761
+8
3250
$17K ﹤0.01%
83
128 129
130
131 132