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
3301
$16K ﹤0.01%
40
-1
3302
$16K ﹤0.01%
67
3303
$16K ﹤0.01%
185
3304
$16K ﹤0.01%
51
3305
$16K ﹤0.01%
+635
3306
$16K ﹤0.01%
446
+1
3307
$16K ﹤0.01%
406
+28
3308
$16K ﹤0.01%
1,612
3309
$16K ﹤0.01%
374
3310
$16K ﹤0.01%
79
3311
$16K ﹤0.01%
236
3312
$15K ﹤0.01%
600
3313
$15K ﹤0.01%
442
+32
3314
$15K ﹤0.01%
125
3315
$15K ﹤0.01%
709
+467
3316
$15K ﹤0.01%
740
+79
3317
$15K ﹤0.01%
112
3318
$15K ﹤0.01%
639
3319
$15K ﹤0.01%
282
3320
$15K ﹤0.01%
376
-5
3321
$15K ﹤0.01%
4,079
+42
3322
$15K ﹤0.01%
29
3323
$15K ﹤0.01%
39
3324
$15K ﹤0.01%
202
3325
$15K ﹤0.01%
2,496
-259
131 132
133
134 135