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
1201
$299K 0.01%
2,798
1202
$299K 0.01%
15,170
+1,880
1203
$297K 0.01%
4,814
+510
1204
$297K 0.01%
7,034
+74
1205
$295K 0.01%
5,122
+288
1206
$295K 0.01%
18,750
+895
1207
$294K 0.01%
16,110
+990
1208
$293K 0.01%
10,228
+10,000
1209
$292K 0.01%
25,951
+25,751
1210
$291K 0.01%
3,752
-22
1211
$290K 0.01%
2,657
+331
1212
$290K 0.01%
7,489
1213
– –
0
1214
$289K 0.01%
9,245
+2,800
1215
$288K 0.01%
9,735
+8,940
1216
$288K 0.01%
7,453
+147
1217
$287K 0.01%
2,576
+586
1218
$287K 0.01%
10,923
+591
1219
$286K 0.01%
24,342
+16
1220
$286K 0.01%
1,955
+245
1221
$286K 0.01%
3,418
+193
1222
$285K 0.01%
15,190
+300
1223
$285K 0.01%
13,344
1224
$285K 0.01%
+22,725
1225
$285K 0.01%
+24,694
47 48
49
50 51