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
1251
$268K 0.01%
2,367
+92
1252
$267K 0.01%
2,013
+453
1253
$267K 0.01%
6,690
+179
1254
$266K 0.01%
2,218
+205
1255
$266K 0.01%
9,602
+8
1256
$266K 0.01%
2,731
-217
1257
$265K 0.01%
4,293
+180
1258
$264K 0.01%
11,338
+1,087
1259
$264K 0.01%
10,378
1260
$263K 0.01%
4,083
+188
1261
$262K 0.01%
10,069
+369
1262
$262K 0.01%
11,428
+68
1263
$261K 0.01%
4,702
+313
1264
$260K 0.01%
1,233
+100
1265
$259K 0.01%
8,606
+20
1266
$259K 0.01%
9,427
-3,101
1267
$258K 0.01%
3,151
+403
1268
$258K 0.01%
7,130
1269
$258K 0.01%
6,341
+1,771
1270
$258K 0.01%
7,683
+401
1271
$257K 0.01%
4,674
+650
1272
$257K 0.01%
6,728
1273
$256K 0.01%
16,158
+5
1274
$255K 0.01%
8,500
+4,889
1275
$255K 0.01%
3,977
+481
49 50
51
52 53