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
1176
$310K 0.01%
10,887
+286
1177
$310K 0.01%
13,900
-1
1178
$309K 0.01%
3,380
+822
1179
$309K 0.01%
4,484
+488
1180
$309K 0.01%
7,760
-46
1181
$308K 0.01%
3,443
+386
1182
$307K 0.01%
5,702
-153
1183
$307K 0.01%
5,926
+1,868
1184
$307K 0.01%
2,171
-48
1185
$306K 0.01%
7,040
+1,215
1186
$305K 0.01%
23,100
+800
1187
$305K 0.01%
12,304
-3,588
1188
$304K 0.01%
6,569
-158
1189
$303K 0.01%
8,556
+1,071
1190
$303K 0.01%
9,830
+175
1191
$303K 0.01%
+6,480
1192
$302K 0.01%
6,048
+5
1193
$301K 0.01%
2,936
+2,580
1194
$301K 0.01%
9,635
+13
1195
$301K 0.01%
+23,260
1196
$300K 0.01%
5,247
1197
$300K 0.01%
1,412
+58
1198
$299K 0.01%
2,868
+90
1199
$299K 0.01%
7,614
+1,083
1200
$299K 0.01%
40,412
+11,510
46 47
48
49 50