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
4726
$1K ﹤0.01%
31
-7
4727
$1K ﹤0.01%
12
4728
$1K ﹤0.01%
97
-10
4729
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4
4730
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10
4731
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4732
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50
4733
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5
4734
$1K ﹤0.01%
+34
4735
$1K ﹤0.01%
27
4736
$1K ﹤0.01%
40
4737
$1K ﹤0.01%
10
4738
$1K ﹤0.01%
+23
4739
$1K ﹤0.01%
12
4740
$1K ﹤0.01%
4
4741
$1K ﹤0.01%
8
4742
$1K ﹤0.01%
2
4743
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4744
$1K ﹤0.01%
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4745
$1K ﹤0.01%
40
4746
$1K ﹤0.01%
1
4747
$1K ﹤0.01%
2
4748
$1K ﹤0.01%
+4
4749
$1K ﹤0.01%
162
4750
$1K ﹤0.01%
50
187 188 189
190
191