We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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 5.29%
3 Technology 5.17%
4 Financials 3.5%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3826
$8K ﹤0.01%
90
3827
$7K ﹤0.01%
635
+74
3828
$7K ﹤0.01%
611
3829
$7K ﹤0.01%
85
+63
3830
$7K ﹤0.01%
108
3831
$7K ﹤0.01%
355
+5
3832
$7K ﹤0.01%
1,100
3833
$7K ﹤0.01%
+167
3834
$7K ﹤0.01%
130
-1
3835
$7K ﹤0.01%
444
3836
$7K ﹤0.01%
29
3837
$7K ﹤0.01%
37
3838
$7K ﹤0.01%
+200
3839
$7K ﹤0.01%
+7,900
3840
$7K ﹤0.01%
276
3841
$7K ﹤0.01%
40
3842
$7K ﹤0.01%
634
-9
3843
$7K ﹤0.01%
200
3844
$7K ﹤0.01%
500
3845
$7K ﹤0.01%
161
3846
$7K ﹤0.01%
+107
3847
$7K ﹤0.01%
141
+57
3848
$7K ﹤0.01%
307
-285
3849
$7K ﹤0.01%
+151
3850
$7K ﹤0.01%
+208
152 153
154
155 156