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
4751
$1K ﹤0.01%
13
4752
$1K ﹤0.01%
179
4753
$1K ﹤0.01%
8
-8
4754
$1K ﹤0.01%
26
4755
$1K ﹤0.01%
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4756
$1K ﹤0.01%
+2
4757
$1K ﹤0.01%
10
4758
$1K ﹤0.01%
71
4759
$1K ﹤0.01%
34
4760
$1K ﹤0.01%
+16
4761
$1K ﹤0.01%
120
4762
– –
0
4763
$1K ﹤0.01%
48
4764
$1K ﹤0.01%
+15
4765
$1K ﹤0.01%
5
4766
$1K ﹤0.01%
+29
4767
$1K ﹤0.01%
20
4768
$1K ﹤0.01%
11
4769
$1K ﹤0.01%
20
4770
$1K ﹤0.01%
4
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