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
4626
$1K ﹤0.01%
6,660
4627
$1K ﹤0.01%
20
4628
$1K ﹤0.01%
130
4629
– –
0
4630
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3
4631
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70
4632
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39
4633
$1K ﹤0.01%
2
4634
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100
4635
$1K ﹤0.01%
6
4636
$1K ﹤0.01%
54
4637
$1K ﹤0.01%
+5
4638
$1K ﹤0.01%
103
4639
$1K ﹤0.01%
111
4640
$1K ﹤0.01%
+7
4641
$1K ﹤0.01%
67
4642
$1K ﹤0.01%
+4
4643
$1K ﹤0.01%
1
4644
– –
0
4645
$1K ﹤0.01%
20
4646
$1K ﹤0.01%
62
+60
4647
$1K ﹤0.01%
31
4648
$1K ﹤0.01%
2
4649
$1K ﹤0.01%
+35
4650
– –
0
184 185
186
187 188