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
4676
– –
0
4677
$1K ﹤0.01%
123
4678
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11
4679
$1K ﹤0.01%
5
4680
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19
4681
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8
4682
$1K ﹤0.01%
72
4683
$1K ﹤0.01%
75
4684
$1K ﹤0.01%
16
4685
$1K ﹤0.01%
+39
4686
$1K ﹤0.01%
23
4687
$1K ﹤0.01%
18
4688
$1K ﹤0.01%
+62
4689
$1K ﹤0.01%
20
+1
4690
$1K ﹤0.01%
60
4691
$1K ﹤0.01%
20
4692
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+15
4693
$1K ﹤0.01%
1
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50
4695
$1K ﹤0.01%
+3
4696
$1K ﹤0.01%
+17
4697
$1K ﹤0.01%
+61
4698
$1K ﹤0.01%
+62
4699
$1K ﹤0.01%
250
4700
$1K ﹤0.01%
+56
186 187
188
189 190