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
3451
$13K ﹤0.01%
361
3452
$13K ﹤0.01%
1,475
+108
3453
$13K ﹤0.01%
160
+34
3454
$13K ﹤0.01%
245
3455
$13K ﹤0.01%
284
+191
3456
$13K ﹤0.01%
266
3457
$13K ﹤0.01%
193
+5
3458
$13K ﹤0.01%
201
+1
3459
$13K ﹤0.01%
15,494
+14,461
3460
$13K ﹤0.01%
100
3461
$13K ﹤0.01%
6
3462
$13K ﹤0.01%
350
3463
$13K ﹤0.01%
4,083
+2,812
3464
$13K ﹤0.01%
+100
3465
$13K ﹤0.01%
195
+59
3466
$13K ﹤0.01%
271
3467
$13K ﹤0.01%
178
3468
$13K ﹤0.01%
84
+6
3469
$13K ﹤0.01%
915
+36
3470
$13K ﹤0.01%
11
+10
3471
$13K ﹤0.01%
392
+92
3472
$13K ﹤0.01%
393
3473
$13K ﹤0.01%
188
3474
$13K ﹤0.01%
153
+138
3475
$13K ﹤0.01%
500
137 138
139
140 141