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
1226
$284K 0.01%
10,743
1227
$284K 0.01%
2,932
+2,924
1228
$283K 0.01%
4,289
+891
1229
$281K 0.01%
18,990
+15,880
1230
$281K 0.01%
2,734
+8
1231
$280K 0.01%
5,630
+370
1232
$279K 0.01%
2,937
+54
1233
$279K 0.01%
5,789
1234
$278K 0.01%
4,005
+219
1235
$277K 0.01%
24,560
+771
1236
$277K 0.01%
11,722
-2,661
1237
$277K 0.01%
53,821
+450
1238
$277K 0.01%
7,369
+100
1239
$276K 0.01%
805
1240
$275K 0.01%
5,346
+2,320
1241
$274K 0.01%
9,252
-630
1242
$274K 0.01%
2,927
+137
1243
$274K 0.01%
5,276
+11
1244
$272K 0.01%
12,538
+37
1245
$272K 0.01%
11,863
1246
$272K 0.01%
7,487
1247
$270K 0.01%
10,475
+1,600
1248
$270K 0.01%
698
+99
1249
$270K 0.01%
10,715
1250
$269K 0.01%
11,670
-60
48 49
50
51 52