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
1326
$232K 0.01%
8,573
+2,030
1327
$232K 0.01%
1,896
-12
1328
$230K 0.01%
3,223
+500
1329
$230K 0.01%
3,095
+162
1330
$230K 0.01%
4,745
+299
1331
$229K 0.01%
18,467
1332
$229K 0.01%
2,285
+567
1333
$229K 0.01%
16,377
+3,235
1334
$228K 0.01%
3,942
1335
$228K 0.01%
1,691
+56
1336
$228K 0.01%
2,023
+1,003
1337
$228K 0.01%
5,150
+417
1338
$227K 0.01%
4,810
+321
1339
$227K 0.01%
3,453
-140
1340
$225K 0.01%
5,006
1341
$225K 0.01%
1,422
+444
1342
$225K 0.01%
3,036
+118
1343
$225K 0.01%
5,772
+783
1344
$224K 0.01%
2,952
+811
1345
$223K 0.01%
4,616
+15
1346
$222K 0.01%
7,266
+682
1347
$222K 0.01%
18,530
+12,000
1348
$222K 0.01%
5,684
+1,128
1349
$222K 0.01%
3,176
+1,268
1350
$220K 0.01%
13,890
52 53
54
55 56