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
3326
$15K ﹤0.01%
+617
3327
$15K ﹤0.01%
260
3328
$15K ﹤0.01%
1,000
3329
$15K ﹤0.01%
348
3330
$15K ﹤0.01%
433
+11
3331
$15K ﹤0.01%
259
3332
$15K ﹤0.01%
1,300
3333
$15K ﹤0.01%
622
+142
3334
$15K ﹤0.01%
1,214
3335
$15K ﹤0.01%
38
3336
$15K ﹤0.01%
794
+44
3337
$15K ﹤0.01%
600
3338
$15K ﹤0.01%
719
+4
3339
$15K ﹤0.01%
40
-2
3340
$15K ﹤0.01%
54
3341
$15K ﹤0.01%
22
3342
$15K ﹤0.01%
374
+218
3343
$15K ﹤0.01%
1,508
3344
$15K ﹤0.01%
219
3345
$15K ﹤0.01%
600
3346
$15K ﹤0.01%
117
-75
3347
$15K ﹤0.01%
540
3348
$15K ﹤0.01%
328
+28
3349
$15K ﹤0.01%
17
-2
3350
$15K ﹤0.01%
400
132 133
134
135 136