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
4251
$3K ﹤0.01%
58
+6
4252
$3K ﹤0.01%
97
4253
$3K ﹤0.01%
24
4254
$3K ﹤0.01%
300
4255
$3K ﹤0.01%
2,500
4256
$3K ﹤0.01%
+10
4257
$3K ﹤0.01%
20
4258
$3K ﹤0.01%
55
4259
$3K ﹤0.01%
80
4260
$3K ﹤0.01%
34
4261
$3K ﹤0.01%
165
4262
$3K ﹤0.01%
29
+26
4263
$3K ﹤0.01%
33
+13
4264
$3K ﹤0.01%
111
+9
4265
$3K ﹤0.01%
+80
4266
$3K ﹤0.01%
1,698
+1,198
4267
$3K ﹤0.01%
103
4268
$3K ﹤0.01%
42
4269
$3K ﹤0.01%
5
4270
$3K ﹤0.01%
200
4271
$3K ﹤0.01%
500
4272
$3K ﹤0.01%
712
4273
$3K ﹤0.01%
+100
4274
$3K ﹤0.01%
233
4275
$3K ﹤0.01%
110
169 170
171
172 173