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
4301
$3K ﹤0.01%
75
4302
$3K ﹤0.01%
26
+18
4303
$3K ﹤0.01%
300
4304
$3K ﹤0.01%
100
4305
$2K ﹤0.01%
253
4306
$2K ﹤0.01%
24
4307
$2K ﹤0.01%
100
4308
$2K ﹤0.01%
76
4309
$2K ﹤0.01%
29
4310
$2K ﹤0.01%
63
-214
4311
$2K ﹤0.01%
1
4312
$2K ﹤0.01%
50
+26
4313
$2K ﹤0.01%
62
4314
$2K ﹤0.01%
775
4315
$2K ﹤0.01%
30
4316
$2K ﹤0.01%
33
4317
$2K ﹤0.01%
250
4318
$2K ﹤0.01%
24
4319
$2K ﹤0.01%
200
4320
$2K ﹤0.01%
91
4321
$2K ﹤0.01%
+100
4322
$2K ﹤0.01%
2
4323
$2K ﹤0.01%
50
4324
$2K ﹤0.01%
53
4325
$2K ﹤0.01%
5
171 172
173
174 175