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
3651
$10K ﹤0.01%
403
+1
3652
$10K ﹤0.01%
760
3653
$10K ﹤0.01%
6
-660
3654
$10K ﹤0.01%
188
3655
$10K ﹤0.01%
1,050
3656
$10K ﹤0.01%
255
-29
3657
$10K ﹤0.01%
365
3658
$10K ﹤0.01%
4,600
3659
$10K ﹤0.01%
1,000
3660
$10K ﹤0.01%
2,000
3661
$10K ﹤0.01%
154
+28
3662
$10K ﹤0.01%
90
3663
$10K ﹤0.01%
292
-20
3664
$10K ﹤0.01%
206
3665
$10K ﹤0.01%
188
+10
3666
$10K ﹤0.01%
246
3667
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142
3668
$10K ﹤0.01%
703
3669
$10K ﹤0.01%
34
-31
3670
$10K ﹤0.01%
400
3671
$10K ﹤0.01%
778
-672
3672
$10K ﹤0.01%
235
3673
$10K ﹤0.01%
240
-2
3674
$10K ﹤0.01%
750
3675
$10K ﹤0.01%
99
+6
145 146
147
148 149