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
3376
$14K ﹤0.01%
700
3377
$14K ﹤0.01%
229
-26
3378
$14K ﹤0.01%
14
+1
3379
$14K ﹤0.01%
134
+4
3380
$14K ﹤0.01%
231
3381
$14K ﹤0.01%
520
3382
$14K ﹤0.01%
1,120
-77
3383
$14K ﹤0.01%
11
+1
3384
$14K ﹤0.01%
24
+1
3385
$14K ﹤0.01%
617
+6
3386
$14K ﹤0.01%
12
-2
3387
$14K ﹤0.01%
370
3388
$14K ﹤0.01%
807
+143
3389
$14K ﹤0.01%
452
+221
3390
$14K ﹤0.01%
762
-60
3391
$14K ﹤0.01%
987
+351
3392
$14K ﹤0.01%
10
3393
$14K ﹤0.01%
1,735
3394
$14K ﹤0.01%
12
+1
3395
$14K ﹤0.01%
217
+17
3396
$14K ﹤0.01%
108
+77
3397
$14K ﹤0.01%
314
+2
3398
$14K ﹤0.01%
19
-2
3399
$14K ﹤0.01%
12
-2
3400
$14K ﹤0.01%
413
-65
134 135
136
137 138