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
4326
$2K ﹤0.01%
2
4327
$2K ﹤0.01%
6
4328
$2K ﹤0.01%
+306
4329
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51
-12
4330
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34
+17
4331
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55
4332
$2K ﹤0.01%
2,030
4333
$2K ﹤0.01%
+75
4334
$2K ﹤0.01%
71
4335
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208
4336
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93
4337
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244
4338
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50
4339
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70
4340
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4
4341
$2K ﹤0.01%
103
4342
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110
4343
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125
4344
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500
4345
$2K ﹤0.01%
106
4346
$2K ﹤0.01%
10
4347
$2K ﹤0.01%
17
4348
– –
-284
4349
$2K ﹤0.01%
100
4350
$2K ﹤0.01%
29
172 173
174
175 176