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
926
$508K 0.01%
7,310
+2,349
927
$508K 0.01%
18,817
+1,170
928
$508K 0.01%
25,127
-7
929
$507K 0.01%
25,276
930
$507K 0.01%
3,185
+63
931
$507K 0.01%
16,384
+3,435
932
$506K 0.01%
4,202
933
$505K 0.01%
5,324
+89
934
$504K 0.01%
24,833
+20,133
935
$503K 0.01%
15,793
936
$502K 0.01%
20,621
-63
937
$498K 0.01%
37,648
+36,755
938
$497K 0.01%
17,630
+868
939
$496K 0.01%
16,460
+8,911
940
$493K 0.01%
9,942
+201
941
$492K 0.01%
2,199
+362
942
$491K 0.01%
6,346
+688
943
$489K 0.01%
7,266
+935
944
$488K 0.01%
40,030
945
$486K 0.01%
+19,383
946
$486K 0.01%
38,818
+8,118
947
$485K 0.01%
34,303
+28,777
948
$485K 0.01%
7,991
+4
949
$484K 0.01%
7,733
-77
950
$483K 0.01%
19,136
+12,704
36 37
38
39 40