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
4476
– –
0
4477
$2K ﹤0.01%
13
4478
– –
0
4479
$2K ﹤0.01%
700
4480
$2K ﹤0.01%
27
4481
$2K ﹤0.01%
128
4482
$2K ﹤0.01%
136
4483
$2K ﹤0.01%
80
4484
$2K ﹤0.01%
253
4485
$2K ﹤0.01%
24
4486
$1K ﹤0.01%
5
4487
$1K ﹤0.01%
1,001
4488
$1K ﹤0.01%
+35
4489
$1K ﹤0.01%
+7
4490
$1K ﹤0.01%
24
4491
$1K ﹤0.01%
3
4492
$1K ﹤0.01%
18
4493
$1K ﹤0.01%
200
4494
$1K ﹤0.01%
+1,000
4495
$1K ﹤0.01%
26
4496
$1K ﹤0.01%
6
4497
$1K ﹤0.01%
6
4498
$1K ﹤0.01%
51
4499
$1K ﹤0.01%
+61
4500
$1K ﹤0.01%
21
178 179
180
181 182