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
4101
$4K ﹤0.01%
267
4102
$4K ﹤0.01%
475
4103
$4K ﹤0.01%
29
4104
$4K ﹤0.01%
57
+14
4105
$4K ﹤0.01%
+150
4106
$4K ﹤0.01%
195
4107
$4K ﹤0.01%
66
4108
$4K ﹤0.01%
298
4109
$4K ﹤0.01%
300
4110
$4K ﹤0.01%
129
4111
$4K ﹤0.01%
166
4112
– –
0
4113
$4K ﹤0.01%
192
4114
$4K ﹤0.01%
229
+92
4115
$4K ﹤0.01%
250
4116
$4K ﹤0.01%
500
4117
$4K ﹤0.01%
78
+22
4118
$4K ﹤0.01%
+1,483
4119
$4K ﹤0.01%
150
+26
4120
$4K ﹤0.01%
+1,320
4121
$4K ﹤0.01%
47
4122
$4K ﹤0.01%
181
4123
$4K ﹤0.01%
102
4124
$4K ﹤0.01%
69
4125
$4K ﹤0.01%
4
163 164
165
166 167