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
901
$536K 0.01%
21,005
+944
902
$535K 0.01%
17,650
+10,203
903
$535K 0.01%
6,410
-38
904
$534K 0.01%
17,154
+512
905
$532K 0.01%
9,644
+46
906
$531K 0.01%
48,477
+26,210
907
$529K 0.01%
34,407
+3,887
908
$528K 0.01%
28,082
+409
909
$524K 0.01%
5,083
+3,549
910
$521K 0.01%
9,288
+792
911
$521K 0.01%
11,173
+2,180
912
$519K 0.01%
31,593
+806
913
$518K 0.01%
2,900
+339
914
$518K 0.01%
17,489
+16,613
915
$517K 0.01%
20,495
+12,707
916
$516K 0.01%
8,999
+1,377
917
$515K 0.01%
13,999
+1,369
918
$515K 0.01%
10,103
919
$515K 0.01%
11,830
+3,042
920
$514K 0.01%
12,311
921
$512K 0.01%
7,898
+437
922
$512K 0.01%
26,128
-4,421
923
$511K 0.01%
3,623
+73
924
$510K 0.01%
19,864
-58
925
$509K 0.01%
17,138
+441
35 36
37
38 39