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
3251
$17K ﹤0.01%
1,042
3252
$17K ﹤0.01%
172
+76
3253
$17K ﹤0.01%
442
-3
3254
$17K ﹤0.01%
164
3255
$17K ﹤0.01%
195
3256
$17K ﹤0.01%
1,236
3257
$17K ﹤0.01%
188
-12
3258
$17K ﹤0.01%
180
+5
3259
$17K ﹤0.01%
780
3260
$17K ﹤0.01%
208
+1
3261
$17K ﹤0.01%
1,230
+33
3262
$17K ﹤0.01%
296
+28
3263
$17K ﹤0.01%
+400
3264
$17K ﹤0.01%
400
3265
$16K ﹤0.01%
944
3266
$16K ﹤0.01%
864
+17
3267
$16K ﹤0.01%
650
3268
$16K ﹤0.01%
542
+57
3269
$16K ﹤0.01%
6,887
+3,750
3270
$16K ﹤0.01%
1,567
+967
3271
$16K ﹤0.01%
306
+12
3272
$16K ﹤0.01%
113
-2
3273
$16K ﹤0.01%
530
+61
3274
$16K ﹤0.01%
318
+22
3275
$16K ﹤0.01%
436
+12
129 130
131
132 133