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
3976
$6K ﹤0.01%
500
3977
$6K ﹤0.01%
+295
3978
$6K ﹤0.01%
153
3979
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424
+416
3980
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500
3981
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136
+5
3982
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300
3983
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68
3984
$6K ﹤0.01%
2,860
3985
$6K ﹤0.01%
110
3986
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22
3987
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181
3988
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3989
$5K ﹤0.01%
143
+27
3990
$5K ﹤0.01%
233
+33
3991
$5K ﹤0.01%
31
3992
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76
3993
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138
+2
3994
$5K ﹤0.01%
338
+38
3995
$5K ﹤0.01%
86
3996
$5K ﹤0.01%
82
+14
3997
$5K ﹤0.01%
1,300
3998
$5K ﹤0.01%
41
-1
3999
$5K ﹤0.01%
48
4000
$5K ﹤0.01%
35
158 159
160
161 162