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
3351
$15K ﹤0.01%
3,192
+3
3352
$15K ﹤0.01%
300
3353
$15K ﹤0.01%
53
3354
$15K ﹤0.01%
132
+125
3355
$15K ﹤0.01%
64
+1
3356
$15K ﹤0.01%
378
-5
3357
$15K ﹤0.01%
1,200
3358
$15K ﹤0.01%
309
+26
3359
$15K ﹤0.01%
180
+9
3360
$15K ﹤0.01%
31
3361
$15K ﹤0.01%
15
3362
$15K ﹤0.01%
+280
3363
$15K ﹤0.01%
81
3364
$15K ﹤0.01%
352
3365
$14K ﹤0.01%
343
-2,160
3366
$14K ﹤0.01%
250
+90
3367
$14K ﹤0.01%
+631
3368
$14K ﹤0.01%
666
3369
$14K ﹤0.01%
10,700
+1,800
3370
$14K ﹤0.01%
32
3371
$14K ﹤0.01%
707
+186
3372
$14K ﹤0.01%
293
+1
3373
$14K ﹤0.01%
1,214
-25
3374
$14K ﹤0.01%
+567
3375
$14K ﹤0.01%
929
+235
133 134
135
136 137