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
3526
$12K ﹤0.01%
+1,400
3527
$12K ﹤0.01%
12
3528
$12K ﹤0.01%
407
+107
3529
$12K ﹤0.01%
1,200
3530
$12K ﹤0.01%
45
3531
$12K ﹤0.01%
1
3532
$12K ﹤0.01%
1,750
3533
$12K ﹤0.01%
446
+148
3534
$12K ﹤0.01%
335
+2
3535
$12K ﹤0.01%
325
3536
$12K ﹤0.01%
398
3537
$12K ﹤0.01%
225
+15
3538
$12K ﹤0.01%
465
3539
$12K ﹤0.01%
4,369
3540
$12K ﹤0.01%
32
3541
$12K ﹤0.01%
21
3542
$12K ﹤0.01%
1,050
3543
$11K ﹤0.01%
4
3544
$11K ﹤0.01%
709
-90
3545
$11K ﹤0.01%
11
3546
$11K ﹤0.01%
2
3547
$11K ﹤0.01%
156
3548
$11K ﹤0.01%
15
3549
$11K ﹤0.01%
81
3550
$11K ﹤0.01%
271
+160
140 141
142
143 144