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
976
$453K 0.01%
1,160
+46
977
$451K 0.01%
9,769
+6,340
978
$451K 0.01%
10,617
+1,843
979
$448K 0.01%
+17,974
980
$447K 0.01%
11,046
+1,383
981
$447K 0.01%
4,658
+5
982
$446K 0.01%
20,404
+3,031
983
$446K 0.01%
+17,827
984
$443K 0.01%
9,304
+880
985
$441K 0.01%
4,883
+472
986
$441K 0.01%
12,391
+9,993
987
$441K 0.01%
21,548
+2,493
988
$440K 0.01%
17,508
+821
989
$436K 0.01%
11,900
+1,291
990
$436K 0.01%
14,436
+431
991
$436K 0.01%
6,616
+2,926
992
$435K 0.01%
17,393
-9,365
993
$435K 0.01%
10,546
-4,401
994
$435K 0.01%
2,307
+216
995
$433K 0.01%
15,925
+3,569
996
$430K 0.01%
15,239
+1,248
997
$429K 0.01%
25,104
+3,045
998
$429K 0.01%
17,097
+583
999
$429K 0.01%
2,893
+82
1000
$428K 0.01%
8,117
+7,757
38 39
40
41 42