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
851
$582K 0.02%
15,994
-62
852
$581K 0.02%
1,506
+623
853
$581K 0.02%
8,729
+654
854
$580K 0.02%
26,101
+66
855
$580K 0.02%
22,685
856
$580K 0.02%
5,305
+326
857
$580K 0.02%
30,046
+2,470
858
$578K 0.02%
11,541
+438
859
$578K 0.02%
8,312
+1,712
860
$576K 0.02%
2,988
+663
861
$575K 0.02%
22,430
+2,549
862
$575K 0.02%
14,835
+2,215
863
$572K 0.01%
61,696
+5,150
864
$572K 0.01%
5,648
+302
865
$571K 0.01%
15,760
+15,710
866
$569K 0.01%
11,622
-3,849
867
$569K 0.01%
10,851
+606
868
$566K 0.01%
1,570
+518
869
$566K 0.01%
11,575
+3,390
870
$561K 0.01%
7,532
871
$560K 0.01%
8,077
-25
872
$560K 0.01%
4,755
+215
873
$560K 0.01%
8,810
874
$558K 0.01%
18,471
+1,882
875
$558K 0.01%
10,344
+6,584
33 34
35
36 37