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
4176
$4K ﹤0.01%
433
4177
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250
4178
$4K ﹤0.01%
88
4179
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375
4180
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161
+1
4181
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1
4182
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+300
4183
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31
4184
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32
+7
4185
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+30
4186
– –
0
4187
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4188
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4189
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4190
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400
4191
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100
4192
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4195
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400
4196
$3K ﹤0.01%
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4197
$3K ﹤0.01%
+26
4198
$3K ﹤0.01%
14
+2
4199
$3K ﹤0.01%
+60
4200
$3K ﹤0.01%
154
+131
166 167
168
169 170