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
1101
$351K 0.01%
6,868
+1,013
1102
$351K 0.01%
6,939
+1,909
1103
$350K 0.01%
17,754
+234
1104
$349K 0.01%
11,377
+1,468
1105
$349K 0.01%
6,286
+380
1106
$349K 0.01%
11,855
+9,971
1107
$348K 0.01%
1,458
+361
1108
$348K 0.01%
3,931
+6
1109
$348K 0.01%
3,499
+592
1110
$346K 0.01%
4,471
+109
1111
$346K 0.01%
6,257
-423
1112
$346K 0.01%
5,929
+1,086
1113
$346K 0.01%
13,347
+500
1114
$346K 0.01%
13,712
+1,436
1115
$346K 0.01%
18,020
+68
1116
$346K 0.01%
6,926
+948
1117
$345K 0.01%
27,000
-4,261
1118
$344K 0.01%
11,237
+9,026
1119
$343K 0.01%
4,474
+328
1120
$343K 0.01%
3,367
+299
1121
$343K 0.01%
37,560
+4,230
1122
$341K 0.01%
13,807
-40
1123
$341K 0.01%
6,418
+29
1124
$340K 0.01%
7,378
+160
1125
$340K 0.01%
7,871
-45
43 44
45
46 47