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
4476
$2K ﹤0.01%
15
4477
$2K ﹤0.01%
61
+53
4478
– –
0
4479
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13
4480
– –
0
4481
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700
4482
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128
4484
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4485
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80
4486
$1K ﹤0.01%
+44
4487
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2
4488
$1K ﹤0.01%
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4489
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39
4490
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4491
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2
4492
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36
-18
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4495
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8
4496
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73
4497
$1K ﹤0.01%
5
4498
$1K ﹤0.01%
21
4499
$1K ﹤0.01%
700
+672
4500
$1K ﹤0.01%
32
178 179
180
181 182