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
4426
$2K ﹤0.01%
20
4427
$2K ﹤0.01%
100
4428
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106
+19
4429
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20
4430
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582
4431
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51
+48
4432
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25
4433
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121
+116
4434
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42
4435
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498
4436
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90
+35
4437
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141
4438
$2K ﹤0.01%
1,220
4439
$2K ﹤0.01%
253
4440
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13
4441
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25
4442
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4443
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66
+1
4444
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220
4445
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32
4446
$2K ﹤0.01%
400
4447
$2K ﹤0.01%
94
-18
4448
$2K ﹤0.01%
22
+1
4449
$2K ﹤0.01%
62
+6
4450
$2K ﹤0.01%
10
176 177
178
179 180