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
876
$555K 0.01%
22,293
877
$553K 0.01%
4,521
+318
878
$552K 0.01%
4,154
+639
879
$551K 0.01%
7,085
-810
880
$550K 0.01%
9,865
-7,131
881
$550K 0.01%
1,571
+124
882
$550K 0.01%
5,174
+427
883
$549K 0.01%
6,972
+139
884
$548K 0.01%
28,580
+265
885
$548K 0.01%
19,701
+2,567
886
$546K 0.01%
8,242
+266
887
$545K 0.01%
6,401
-169
888
$545K 0.01%
21,927
+17,927
889
$544K 0.01%
4,959
-104
890
$544K 0.01%
15,277
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891
$543K 0.01%
15,198
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892
$542K 0.01%
4,983
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893
$541K 0.01%
9,651
+690
894
– –
-1,271
895
$540K 0.01%
31,683
-5,088
896
$539K 0.01%
3,474
+134
897
$538K 0.01%
41,616
+9,806
898
$538K 0.01%
23,439
+5,415
899
$538K 0.01%
10,389
-462
900
$537K 0.01%
17,174
+695
34 35
36
37 38