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
1276
$254K 0.01%
3,792
+98
1277
$254K 0.01%
14,997
+5,272
1278
$253K 0.01%
5,526
+203
1279
$253K 0.01%
8,532
+6,860
1280
$253K 0.01%
5,045
-11
1281
$253K 0.01%
19,204
+854
1282
$253K 0.01%
10,219
1283
$251K 0.01%
13,660
+2,788
1284
$250K 0.01%
1,223
+851
1285
$249K 0.01%
1,242
+779
1286
$249K 0.01%
8,741
+633
1287
$248K 0.01%
3,874
+686
1288
$245K 0.01%
2,966
+239
1289
$245K 0.01%
3,674
+2,395
1290
$244K 0.01%
3,030
1291
$244K 0.01%
9,540
+6,389
1292
$244K 0.01%
4,126
+800
1293
$244K 0.01%
5,639
+472
1294
$244K 0.01%
+30,000
1295
$243K 0.01%
6,328
1296
$243K 0.01%
18,467
+612
1297
$242K 0.01%
10,756
1298
$241K 0.01%
7,449
+1,110
1299
$241K 0.01%
6,062
+5,768
1300
$240K 0.01%
9,667
-48
50 51
52
53 54