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
3601
$11K ﹤0.01%
220
+10
3602
$11K ﹤0.01%
111
3603
$11K ﹤0.01%
6
3604
$11K ﹤0.01%
298
+90
3605
$11K ﹤0.01%
150
3606
$11K ﹤0.01%
320
+111
3607
$11K ﹤0.01%
331
3608
$11K ﹤0.01%
400
-200
3609
$11K ﹤0.01%
465
3610
$11K ﹤0.01%
364
3611
$11K ﹤0.01%
10
3612
$11K ﹤0.01%
225
3613
$11K ﹤0.01%
257
3614
$10K ﹤0.01%
1,804
-7
3615
$10K ﹤0.01%
805
+226
3616
$10K ﹤0.01%
374
+37
3617
$10K ﹤0.01%
490
3618
$10K ﹤0.01%
148
+144
3619
$10K ﹤0.01%
440
3620
$10K ﹤0.01%
324
3621
$10K ﹤0.01%
150
3622
$10K ﹤0.01%
270
+250
3623
$10K ﹤0.01%
200
3624
$10K ﹤0.01%
167
+116
3625
$10K ﹤0.01%
506
143 144
145
146 147