IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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 5.29%
3 Technology 5.17%
4 Financials 3.5%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4451
$2K ﹤0.01%
145
4452
$2K ﹤0.01%
82
4453
$2K ﹤0.01%
8
+4
4454
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18
4455
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34
4456
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69
4457
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53
4458
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39
4459
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35
4460
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100
4461
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38
+4
4462
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70
4463
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110
4464
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120
4465
$2K ﹤0.01%
+240
4466
– –
0
4467
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4468
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50
4469
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1,200
4470
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26
4471
$2K ﹤0.01%
100
4472
$2K ﹤0.01%
41
4473
$2K ﹤0.01%
554
4474
$2K ﹤0.01%
15
4475
$2K ﹤0.01%
61
+53
177 178
179
180 181