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
1001
$426K 0.01%
2,872
+876
1002
$426K 0.01%
17,064
+140
1003
$425K 0.01%
2,246
1004
$424K 0.01%
9,285
+978
1005
$424K 0.01%
9,862
+1,179
1006
$422K 0.01%
11,912
+667
1007
$421K 0.01%
42,568
+140
1008
$420K 0.01%
10,948
+19
1009
$420K 0.01%
9,792
+51
1010
$419K 0.01%
16,224
1011
$418K 0.01%
8,998
+10
1012
$414K 0.01%
24,784
+1,124
1013
$414K 0.01%
11,432
-780
1014
$414K 0.01%
6,888
+214
1015
$414K 0.01%
2,458
+239
1016
$412K 0.01%
14,322
+68
1017
$411K 0.01%
6,952
+682
1018
$411K 0.01%
6,584
+125
1019
$409K 0.01%
36,288
+7,319
1020
$409K 0.01%
11,678
-63
1021
$409K 0.01%
15,484
+2,906
1022
$408K 0.01%
3,077
+55
1023
$407K 0.01%
17,495
-218
1024
$406K 0.01%
5,758
-16
1025
$404K 0.01%
16,411
+4,951
39 40
41
42 43