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
4501
$1K ﹤0.01%
5
4502
$1K ﹤0.01%
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4503
$1K ﹤0.01%
5
4504
$1K ﹤0.01%
1,001
4505
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4506
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4507
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+28
4508
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4509
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4510
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400
4511
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4512
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4513
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+4
4514
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162
4515
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50
4516
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13
4517
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4518
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4519
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4520
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4521
$1K ﹤0.01%
+2
4522
$1K ﹤0.01%
10
4523
$1K ﹤0.01%
71
4524
$1K ﹤0.01%
34
4525
$1K ﹤0.01%
+16
179 180
181
182 183