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
1501
$172K ﹤0.01%
3,433
+158
1502
$172K ﹤0.01%
21,578
+11,911
1503
$172K ﹤0.01%
3,351
1504
$171K ﹤0.01%
8,449
1505
$171K ﹤0.01%
2,969
+133
1506
$171K ﹤0.01%
1,747
-2,308
1507
$171K ﹤0.01%
4,960
1508
$171K ﹤0.01%
480
+82
1509
$170K ﹤0.01%
1,362
+552
1510
$170K ﹤0.01%
13,583
1511
$170K ﹤0.01%
8,714
-4,939
1512
$170K ﹤0.01%
5,886
+101
1513
$170K ﹤0.01%
2,066
+216
1514
$170K ﹤0.01%
6,045
1515
$169K ﹤0.01%
3,383
+50
1516
$169K ﹤0.01%
4,861
+1,377
1517
$168K ﹤0.01%
+12,448
1518
$168K ﹤0.01%
2,330
+725
1519
$168K ﹤0.01%
5,950
1520
$168K ﹤0.01%
5,331
1521
$168K ﹤0.01%
2,944
+361
1522
$168K ﹤0.01%
372,189
+158,189
1523
$167K ﹤0.01%
1,394
1524
$167K ﹤0.01%
4,549
-1,330
1525
$167K ﹤0.01%
1,904
+5
59 60
61
62 63