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
4226
$3K ﹤0.01%
433
+362
4227
$3K ﹤0.01%
103
4228
$3K ﹤0.01%
84
+28
4229
$3K ﹤0.01%
30
+10
4230
$3K ﹤0.01%
157
4231
$3K ﹤0.01%
+50
4232
$3K ﹤0.01%
35
4233
$3K ﹤0.01%
155
4234
$3K ﹤0.01%
58
+6
4235
$3K ﹤0.01%
75
4236
$3K ﹤0.01%
97
4237
$3K ﹤0.01%
24
4238
$3K ﹤0.01%
300
4239
$3K ﹤0.01%
2,500
4240
$3K ﹤0.01%
+10
4241
$3K ﹤0.01%
20
4242
$3K ﹤0.01%
55
4243
$3K ﹤0.01%
80
4244
$3K ﹤0.01%
34
4245
$3K ﹤0.01%
165
4246
$3K ﹤0.01%
29
+26
4247
$3K ﹤0.01%
33
+13
4248
$3K ﹤0.01%
111
+9
4249
$3K ﹤0.01%
+80
4250
$3K ﹤0.01%
1,698
+1,198
168 169
170
171 172