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
4026
$5K ﹤0.01%
100
4027
$5K ﹤0.01%
97
4028
$5K ﹤0.01%
183
+12
4029
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53
4030
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100
4031
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70
+6
4032
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198
-75
4033
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56
+1
4034
$5K ﹤0.01%
430
+4
4035
$5K ﹤0.01%
99
4036
$5K ﹤0.01%
218
+1
4037
$5K ﹤0.01%
700
4038
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75
4039
$5K ﹤0.01%
142
-146
4040
$5K ﹤0.01%
250
4041
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271
+1
4042
$5K ﹤0.01%
76
+23
4043
$5K ﹤0.01%
64
-70
4044
$5K ﹤0.01%
479
4045
$5K ﹤0.01%
260
4046
$5K ﹤0.01%
1,065
+25
4047
$5K ﹤0.01%
309
4048
$5K ﹤0.01%
104
4049
$5K ﹤0.01%
220
+89
4050
$5K ﹤0.01%
263
+176
160 161
162
163 164