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
1301
$240K 0.01%
1,700
+179
1302
$240K 0.01%
4,876
-43
1303
$239K 0.01%
2,583
-22
1304
$239K 0.01%
9,504
+2,248
1305
$238K 0.01%
9,027
1306
$238K 0.01%
3,620
1307
$237K 0.01%
11,345
+600
1308
$237K 0.01%
5,442
+573
1309
$237K 0.01%
232
+23
1310
$237K 0.01%
11,324
1311
$236K 0.01%
7,786
+4,087
1312
$236K 0.01%
10,048
+10,044
1313
$236K 0.01%
4,157
+506
1314
$235K 0.01%
5,137
+319
1315
$235K 0.01%
9,519
+9
1316
$235K 0.01%
3,866
+959
1317
$235K 0.01%
14,924
+141
1318
$235K 0.01%
9,416
+1,146
1319
$234K 0.01%
2,416
+95
1320
$234K 0.01%
2,396
+205
1321
$233K 0.01%
3,986
+18
1322
$233K 0.01%
4,513
+70
1323
$233K 0.01%
38,393
1324
$233K 0.01%
6,223
+1,600
1325
$232K 0.01%
4,610
+968
51 52
53
54 55