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
826
$620K 0.02%
19,590
+100
827
$619K 0.02%
10,857
+110
828
$615K 0.02%
23,986
+4,487
829
$615K 0.02%
11,592
-180
830
$612K 0.02%
62,523
-2,354
831
$612K 0.02%
36,328
-2,486
832
$612K 0.02%
6,048
+357
833
$611K 0.02%
5,116
+586
834
$609K 0.02%
+79
835
$607K 0.02%
19,909
+4,281
836
$606K 0.02%
30,006
+8,996
837
$604K 0.02%
7,692
+922
838
$604K 0.02%
23,967
839
$600K 0.02%
17,316
+727
840
$596K 0.02%
22,647
+5,537
841
$596K 0.02%
18,695
+200
842
$595K 0.02%
15,624
+1,739
843
$590K 0.02%
21,832
+1,452
844
$589K 0.02%
5,096
+783
845
$589K 0.02%
5,974
+51
846
$589K 0.02%
1,543
+64
847
$588K 0.02%
+23,431
848
$587K 0.02%
23,147
+444
849
$584K 0.02%
19,741
+198
850
$583K 0.02%
24,638
+2,396
32 33
34
35 36