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
4501
$1K ﹤0.01%
55
+12
4502
$1K ﹤0.01%
10
4503
$1K ﹤0.01%
115
4504
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15
4505
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40
4506
$1K ﹤0.01%
+8
4507
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50
4508
$1K ﹤0.01%
+38
4509
– –
0
4510
$1K ﹤0.01%
+16
4511
$1K ﹤0.01%
20
-14
4512
$1K ﹤0.01%
2
4513
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+24
4514
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3
4515
$1K ﹤0.01%
+76
4516
$1K ﹤0.01%
27
4517
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4518
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+3
4519
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+5
4520
$1K ﹤0.01%
18
4521
$1K ﹤0.01%
7
4522
– –
0
4523
$1K ﹤0.01%
15
4524
$1K ﹤0.01%
6
4525
$1K ﹤0.01%
9
179 180
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