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
1076
$366K 0.01%
7,693
+72
1077
$365K 0.01%
12,108
+1,372
1078
$364K 0.01%
12,645
+259
1079
$364K 0.01%
14,411
1080
$364K 0.01%
17,743
+15,608
1081
$364K 0.01%
14,860
+42
1082
$363K 0.01%
9,499
+1,048
1083
$362K 0.01%
23,955
+1,100
1084
$362K 0.01%
2,147
+465
1085
$361K 0.01%
30,150
+9,000
1086
$361K 0.01%
20,164
+18,543
1087
$360K 0.01%
5,119
+733
1088
$359K 0.01%
5,466
+183
1089
$359K 0.01%
6,883
+352
1090
$358K 0.01%
6,057
+2,391
1091
$358K 0.01%
3,178
+476
1092
$358K 0.01%
2,481
+522
1093
$357K 0.01%
19,380
+31
1094
$355K 0.01%
14,423
+5,357
1095
$355K 0.01%
23,088
+1,180
1096
$355K 0.01%
10,287
+519
1097
$354K 0.01%
6,496
+290
1098
$354K 0.01%
4,740
+1,073
1099
$353K 0.01%
21,226
1100
$352K 0.01%
6,169
+1
42 43
44
45 46