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
1526
$167K ﹤0.01%
2,146
+2,000
1527
$166K ﹤0.01%
2,534
+79
1528
$166K ﹤0.01%
3,487
1529
$166K ﹤0.01%
7,318
+3,351
1530
$165K ﹤0.01%
1,500
1531
$165K ﹤0.01%
3,369
+1,306
1532
$165K ﹤0.01%
5,366
1533
$165K ﹤0.01%
5,195
+295
1534
$165K ﹤0.01%
2,200
-300
1535
$165K ﹤0.01%
7,923
+521
1536
$164K ﹤0.01%
2,372
1537
$164K ﹤0.01%
825
+49
1538
$164K ﹤0.01%
2,304
1539
$164K ﹤0.01%
5,359
-44
1540
$164K ﹤0.01%
2,923
+440
1541
$163K ﹤0.01%
3,570
+159
1542
$163K ﹤0.01%
2,440
+1,092
1543
$162K ﹤0.01%
5,141
+730
1544
$162K ﹤0.01%
5,548
+216
1545
$161K ﹤0.01%
3,226
+2,724
1546
$160K ﹤0.01%
4,130
-23
1547
$160K ﹤0.01%
764
+147
1548
$160K ﹤0.01%
20,200
+20,000
1549
$160K ﹤0.01%
5,791
+2,534
1550
$160K ﹤0.01%
12,015
60 61
62
63 64