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
1026
$404K 0.01%
4,908
+592
1027
$402K 0.01%
6,328
+518
1028
$402K 0.01%
15,871
+4,829
1029
$400K 0.01%
11,724
+780
1030
$400K 0.01%
13,593
+6
1031
$400K 0.01%
17,569
+16,902
1032
$399K 0.01%
8,764
+965
1033
$399K 0.01%
7,123
+879
1034
$397K 0.01%
+30,825
1035
$397K 0.01%
8,912
-1,498
1036
$395K 0.01%
13,153
+6,127
1037
$395K 0.01%
+42,260
1038
$394K 0.01%
11,330
-626
1039
$394K 0.01%
2,071
+713
1040
$394K 0.01%
14,656
+264
1041
$394K 0.01%
8,217
-39
1042
$392K 0.01%
12,645
-251
1043
$391K 0.01%
11,002
+1,218
1044
$391K 0.01%
10,013
+2,290
1045
$390K 0.01%
5,964
+1,840
1046
$389K 0.01%
24,000
1047
$386K 0.01%
6,933
+679
1048
$385K 0.01%
18,821
-35
1049
$385K 0.01%
6,142
+2,003
1050
$384K 0.01%
13,953
+3,755
40 41
42
43 44