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
4226
$3K ﹤0.01%
52
4227
$3K ﹤0.01%
50
4228
$3K ﹤0.01%
22
4229
$3K ﹤0.01%
147
4230
$3K ﹤0.01%
21
+2
4231
$3K ﹤0.01%
705
+300
4232
$3K ﹤0.01%
154
4233
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75
-15
4234
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97
+22
4235
$3K ﹤0.01%
200
4236
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+212
4237
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94
4238
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149
+8
4239
$3K ﹤0.01%
43
4240
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17
4241
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73
+27
4242
$3K ﹤0.01%
75
-45
4243
$3K ﹤0.01%
433
+362
4244
$3K ﹤0.01%
103
4245
$3K ﹤0.01%
84
+28
4246
$3K ﹤0.01%
30
+10
4247
$3K ﹤0.01%
157
4248
$3K ﹤0.01%
+50
4249
$3K ﹤0.01%
35
4250
$3K ﹤0.01%
155
168 169
170
171 172