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
1401
$201K 0.01%
1,669
+897
1402
$201K 0.01%
3,678
-115
1403
$201K 0.01%
+1,426
1404
$200K 0.01%
1,381
+239
1405
$199K 0.01%
5,187
1406
$198K 0.01%
1,718
+394
1407
$198K 0.01%
14,000
1408
$197K 0.01%
6,096
+3,054
1409
$196K 0.01%
1,928
+182
1410
$196K 0.01%
816
+319
1411
$196K 0.01%
2,586
1412
$196K 0.01%
5,227
+205
1413
$196K 0.01%
+3,789
1414
$195K 0.01%
2,774
-34
1415
$195K 0.01%
7,862
+30
1416
$195K 0.01%
8,530
+802
1417
$195K 0.01%
4,125
1418
$195K 0.01%
5,564
+3,390
1419
$195K 0.01%
1,484
+12
1420
$195K 0.01%
17,000
-1,800
1421
$195K 0.01%
7,708
1422
$194K 0.01%
3,555
1423
$194K 0.01%
8,702
-59
1424
$194K 0.01%
12,940
+1,958
1425
$194K 0.01%
5,062
+631
55 56
57
58 59