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
3426
$13K ﹤0.01%
143
+21
3427
$13K ﹤0.01%
511
+7
3428
$13K ﹤0.01%
500
3429
$13K ﹤0.01%
297
+9
3430
$13K ﹤0.01%
238
+38
3431
$13K ﹤0.01%
28
3432
$13K ﹤0.01%
613
+240
3433
$13K ﹤0.01%
1,665
+5
3434
$13K ﹤0.01%
+700
3435
$13K ﹤0.01%
630
3436
$13K ﹤0.01%
245
3437
$13K ﹤0.01%
81
-1
3438
$13K ﹤0.01%
265
3439
$13K ﹤0.01%
+322
3440
$13K ﹤0.01%
422
+57
3441
$13K ﹤0.01%
1,000
3442
$13K ﹤0.01%
2,700
+200
3443
$13K ﹤0.01%
10,000
3444
$13K ﹤0.01%
704
3445
$13K ﹤0.01%
1,977
3446
$13K ﹤0.01%
836
+699
3447
$13K ﹤0.01%
600
3448
$13K ﹤0.01%
441
3449
$13K ﹤0.01%
302
3450
$13K ﹤0.01%
1,130
136 137
138
139 140