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
1351
$220K 0.01%
11,583
+39
1352
$219K 0.01%
7,384
+1,986
1353
$218K 0.01%
2,821
+1,077
1354
$218K 0.01%
3,488
+1,316
1355
$218K 0.01%
5,411
1356
$218K 0.01%
11,041
-1,800
1357
$217K 0.01%
3,998
+335
1358
$217K 0.01%
16,805
+2
1359
$216K 0.01%
5,898
+61
1360
$215K 0.01%
3,055
+61
1361
$215K 0.01%
8,482
+395
1362
$214K 0.01%
1,812
+642
1363
$212K 0.01%
8,707
+4,060
1364
$212K 0.01%
2,477
+579
1365
$212K 0.01%
10,036
1366
$211K 0.01%
2,956
+723
1367
$211K 0.01%
3,445
+768
1368
$211K 0.01%
3,114
-39
1369
$211K 0.01%
4,915
1370
$210K 0.01%
1,761
+417
1371
$210K 0.01%
8,902
+8,139
1372
$210K 0.01%
11,671
1373
$210K 0.01%
8,823
+283
1374
$210K 0.01%
2,112
+604
1375
$210K 0.01%
8,107
+1,308
53 54
55
56 57