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
3551
$11K ﹤0.01%
388
3552
$11K ﹤0.01%
179
+1
3553
$11K ﹤0.01%
197
+17
3554
$11K ﹤0.01%
16
3555
$11K ﹤0.01%
7
3556
$11K ﹤0.01%
211
3557
$11K ﹤0.01%
331
+202
3558
$11K ﹤0.01%
241
-127
3559
$11K ﹤0.01%
204
+11
3560
$11K ﹤0.01%
3,905
+100
3561
$11K ﹤0.01%
433
+79
3562
$11K ﹤0.01%
419
+192
3563
$11K ﹤0.01%
162
-1
3564
$11K ﹤0.01%
3,059
3565
$11K ﹤0.01%
390
3566
$11K ﹤0.01%
500
3567
$11K ﹤0.01%
1,175
-47
3568
$11K ﹤0.01%
+828
3569
$11K ﹤0.01%
43
3570
$11K ﹤0.01%
167
+146
3571
$11K ﹤0.01%
11
3572
$11K ﹤0.01%
245
+1
3573
$11K ﹤0.01%
300
3574
$11K ﹤0.01%
278
3575
$11K ﹤0.01%
4
141 142
143
144 145