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
3926
$6K ﹤0.01%
116
3927
$6K ﹤0.01%
74
3928
$6K ﹤0.01%
385
3929
$6K ﹤0.01%
100
3930
$6K ﹤0.01%
127
+80
3931
$6K ﹤0.01%
467
+404
3932
$6K ﹤0.01%
332
3933
$6K ﹤0.01%
520
3934
$6K ﹤0.01%
400
3935
$6K ﹤0.01%
119
3936
$6K ﹤0.01%
179
+48
3937
$6K ﹤0.01%
96
+30
3938
$6K ﹤0.01%
1,026
3939
$6K ﹤0.01%
192
-35
3940
$6K ﹤0.01%
565
3941
$6K ﹤0.01%
268
+166
3942
$6K ﹤0.01%
27
+5
3943
$6K ﹤0.01%
112
3944
$6K ﹤0.01%
175
3945
$6K ﹤0.01%
75
+69
3946
$6K ﹤0.01%
+47
3947
$6K ﹤0.01%
11
+2
3948
$6K ﹤0.01%
131
+27
3949
$6K ﹤0.01%
33
-17
3950
$6K ﹤0.01%
69
-47
156 157
158
159 160