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
1451
$188K ﹤0.01%
1,259
+32
1452
$188K ﹤0.01%
5,315
+2,120
1453
$187K ﹤0.01%
4,466
+50
1454
$187K ﹤0.01%
2,340
-408
1455
$187K ﹤0.01%
7,342
1456
$186K ﹤0.01%
22,038
+4,112
1457
$186K ﹤0.01%
5,378
+534
1458
$186K ﹤0.01%
3,678
1459
$185K ﹤0.01%
12,955
1460
$185K ﹤0.01%
2,785
-659
1461
$184K ﹤0.01%
1,390
+381
1462
$184K ﹤0.01%
6,826
+123
1463
$183K ﹤0.01%
1,576
+121
1464
$183K ﹤0.01%
1,012
+115
1465
$183K ﹤0.01%
2,280
-39
1466
$183K ﹤0.01%
3,115
+20
1467
$182K ﹤0.01%
9,093
+354
1468
$182K ﹤0.01%
9,026
1469
$182K ﹤0.01%
5,251
+777
1470
$181K ﹤0.01%
3,429
1471
$181K ﹤0.01%
1,948
+227
1472
$181K ﹤0.01%
5,305
+4,089
1473
$180K ﹤0.01%
3,050
-390
1474
$180K ﹤0.01%
1,993
+41
1475
$180K ﹤0.01%
1,399
+22
57 58
59
60 61