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
4376
$2K ﹤0.01%
250
4377
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100
4378
– –
0
4379
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3
4380
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19
4381
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4382
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4383
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3
4384
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2
4385
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4386
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4387
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68
4388
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52
+2
4389
$2K ﹤0.01%
112
+83
4390
$2K ﹤0.01%
254
4391
$2K ﹤0.01%
+504
4392
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56
+15
4393
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4394
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200
4395
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140
+70
4396
$2K ﹤0.01%
19
4397
$2K ﹤0.01%
10
+1
4398
$2K ﹤0.01%
49
4399
$2K ﹤0.01%
2
4400
$2K ﹤0.01%
67
174 175
176
177 178