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
4601
$1K ﹤0.01%
+6
4602
$1K ﹤0.01%
+1,000
4603
$1K ﹤0.01%
11
4604
$1K ﹤0.01%
2
4605
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1
4606
$1K ﹤0.01%
6,660
4607
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20
4608
$1K ﹤0.01%
130
4609
– –
0
4610
$1K ﹤0.01%
3
4611
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70
4612
$1K ﹤0.01%
39
4613
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2
4614
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100
4615
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6
4616
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13
4617
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4618
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+5
4619
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4620
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111
4621
$1K ﹤0.01%
3
4622
$1K ﹤0.01%
67
4623
$1K ﹤0.01%
+44
4624
$1K ﹤0.01%
2
4625
$1K ﹤0.01%
6
183 184
185
186 187