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
3901
$7K ﹤0.01%
260
3902
$7K ﹤0.01%
61
3903
$7K ﹤0.01%
+350
3904
$7K ﹤0.01%
262
+48
3905
$6K ﹤0.01%
300
3906
$6K ﹤0.01%
193
3907
$6K ﹤0.01%
125
-12
3908
$6K ﹤0.01%
1,000
3909
$6K ﹤0.01%
400
3910
$6K ﹤0.01%
142
3911
$6K ﹤0.01%
415
+304
3912
$6K ﹤0.01%
93
-86
3913
$6K ﹤0.01%
88
3914
$6K ﹤0.01%
182
3915
$6K ﹤0.01%
500
3916
$6K ﹤0.01%
190
+25
3917
$6K ﹤0.01%
363
3918
$6K ﹤0.01%
428
3919
$6K ﹤0.01%
+105
3920
$6K ﹤0.01%
286
+43
3921
$6K ﹤0.01%
270
3922
$6K ﹤0.01%
106
3923
$6K ﹤0.01%
222
3924
$6K ﹤0.01%
294
3925
$6K ﹤0.01%
505
-34
155 156
157
158 159