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
3476
$13K ﹤0.01%
525
3477
$13K ﹤0.01%
685
+37
3478
$13K ﹤0.01%
1,102
3479
$13K ﹤0.01%
295
+18
3480
$13K ﹤0.01%
1,875
3481
$13K ﹤0.01%
284
+15
3482
$13K ﹤0.01%
76
+6
3483
$13K ﹤0.01%
616
3484
$13K ﹤0.01%
795
3485
$13K ﹤0.01%
1,400
3486
$13K ﹤0.01%
16
3487
$13K ﹤0.01%
2,000
3488
$13K ﹤0.01%
1,572
+77
3489
$13K ﹤0.01%
4
3490
$13K ﹤0.01%
13
3491
$13K ﹤0.01%
82
3492
$13K ﹤0.01%
6
3493
$13K ﹤0.01%
454
-2
3494
– –
0
3495
$12K ﹤0.01%
48
3496
$12K ﹤0.01%
32
+19
3497
$12K ﹤0.01%
135
3498
$12K ﹤0.01%
540
3499
$12K ﹤0.01%
57
3500
$12K ﹤0.01%
394
-52
138 139
140
141 142