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
1051
$382K 0.01%
6,150
+1,177
1052
$382K 0.01%
15,858
+103
1053
$382K 0.01%
6,103
+2,318
1054
$381K 0.01%
4,825
+788
1055
$381K 0.01%
9,838
+1,876
1056
$379K 0.01%
12,280
-135
1057
$379K 0.01%
24,233
-1,191
1058
$379K 0.01%
9,190
1059
$378K 0.01%
32,701
1060
$378K 0.01%
9,921
+230
1061
$378K 0.01%
6,204
+3,931
1062
$377K 0.01%
10,143
-5,773
1063
$377K 0.01%
8,078
-98
1064
$377K 0.01%
2,883
+316
1065
$375K 0.01%
16,830
+7,167
1066
$375K 0.01%
12,904
-4,798
1067
$374K 0.01%
15,241
+2,049
1068
$373K 0.01%
5,308
+315
1069
$372K 0.01%
10,623
1070
$371K 0.01%
572
+56
1071
$371K 0.01%
1,895
+214
1072
$371K 0.01%
2,620
+52
1073
$370K 0.01%
2,486
+447
1074
$369K 0.01%
10,565
-8
1075
$369K 0.01%
2,215
+82
41 42
43
44 45