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
1426
$194K 0.01%
1,083
+211
1427
$194K 0.01%
938
+105
1428
$194K 0.01%
2,320
+2,120
1429
$193K 0.01%
1,985
+96
1430
$193K 0.01%
4,211
+162
1431
$193K 0.01%
3,389
+967
1432
$193K 0.01%
3,905
+1,651
1433
$193K 0.01%
2,301
+2,103
1434
$193K 0.01%
3,183
1435
$192K 0.01%
20,166
1436
$192K 0.01%
2,325
+526
1437
$191K 0.01%
5,994
+967
1438
$191K 0.01%
3,096
+252
1439
$190K 0.01%
3,778
-786
1440
$190K 0.01%
13,689
+1,523
1441
$190K 0.01%
1,389
+70
1442
$190K 0.01%
4,775
+128
1443
$190K 0.01%
7,653
+4,929
1444
$190K 0.01%
+8,180
1445
$189K ﹤0.01%
9,808
+415
1446
$189K ﹤0.01%
3,759
-96
1447
$189K ﹤0.01%
10,161
+6,154
1448
$189K ﹤0.01%
1,378
+235
1449
$188K ﹤0.01%
2,179
+395
1450
$188K ﹤0.01%
5,056
+304
56 57
58
59 60