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
3576
$11K ﹤0.01%
22
3577
$11K ﹤0.01%
4
3578
$11K ﹤0.01%
180
3579
$11K ﹤0.01%
210
+8
3580
$11K ﹤0.01%
2
3581
$11K ﹤0.01%
27
3582
$11K ﹤0.01%
221
3583
$11K ﹤0.01%
188
+2
3584
$11K ﹤0.01%
600
3585
$11K ﹤0.01%
1,928
-609
3586
$11K ﹤0.01%
294
-5
3587
$11K ﹤0.01%
493
+193
3588
$11K ﹤0.01%
520
3589
$11K ﹤0.01%
428
3590
$11K ﹤0.01%
2,000
3591
$11K ﹤0.01%
220
3592
$11K ﹤0.01%
43
3593
$11K ﹤0.01%
800
3594
$11K ﹤0.01%
84
3595
$11K ﹤0.01%
384
+35
3596
$11K ﹤0.01%
449
+358
3597
$11K ﹤0.01%
2
3598
$11K ﹤0.01%
700
3599
$11K ﹤0.01%
373
-25
3600
$11K ﹤0.01%
10
142 143
144
145 146