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
3626
$10K ﹤0.01%
239
+100
3627
$10K ﹤0.01%
3
3628
$10K ﹤0.01%
533
+98
3629
$10K ﹤0.01%
2,760
+307
3630
$10K ﹤0.01%
750
3631
$10K ﹤0.01%
650
3632
$10K ﹤0.01%
1,012
3633
$10K ﹤0.01%
212
3634
$10K ﹤0.01%
478
3635
$10K ﹤0.01%
1,500
3636
$10K ﹤0.01%
224
3637
$10K ﹤0.01%
64
3638
$10K ﹤0.01%
207
-7
3639
$10K ﹤0.01%
416
3640
$10K ﹤0.01%
1,091
3641
$10K ﹤0.01%
379
3642
$10K ﹤0.01%
295
+60
3643
$10K ﹤0.01%
296
+219
3644
$10K ﹤0.01%
193
+53
3645
$10K ﹤0.01%
264
-208
3646
$10K ﹤0.01%
72
+36
3647
$10K ﹤0.01%
61
+22
3648
$10K ﹤0.01%
384
+136
3649
$10K ﹤0.01%
214
-14
3650
$10K ﹤0.01%
400
144 145
146
147 148