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
951
$480K 0.01%
2,834
-191
952
$478K 0.01%
19,712
-1,074
953
$477K 0.01%
24,873
-53
954
$477K 0.01%
50
+49
955
$477K 0.01%
+10,000
956
$473K 0.01%
9,547
+3
957
$472K 0.01%
3,873
+6
958
$471K 0.01%
18,870
959
$471K 0.01%
13,805
+469
960
$470K 0.01%
18,867
+12,958
961
$469K 0.01%
30,269
+2,135
962
$468K 0.01%
17,413
+1,118
963
$467K 0.01%
9,348
+1,972
964
$467K 0.01%
18,483
+139
965
$464K 0.01%
6,294
+87
966
$463K 0.01%
15,294
+400
967
$463K 0.01%
3,876
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968
$462K 0.01%
11,850
+3,135
969
$461K 0.01%
18,000
-2,500
970
$461K 0.01%
25,099
+18,073
971
$460K 0.01%
3,808
+618
972
$459K 0.01%
18,374
+3,841
973
$459K 0.01%
5,932
+1,884
974
$457K 0.01%
32,657
975
$455K 0.01%
11,552
-279
37 38
39
40 41