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
1551
$159K ﹤0.01%
4,854
+1,057
1552
$159K ﹤0.01%
6,449
+2,257
1553
$159K ﹤0.01%
1,997
+142
1554
$159K ﹤0.01%
1,171
+214
1555
$158K ﹤0.01%
3,326
+29
1556
$158K ﹤0.01%
6,646
1557
$157K ﹤0.01%
4,051
+1,418
1558
$157K ﹤0.01%
5,810
1559
$157K ﹤0.01%
3,032
+760
1560
$156K ﹤0.01%
2,453
+157
1561
$156K ﹤0.01%
6,856
+48
1562
$155K ﹤0.01%
10,057
+3,200
1563
$155K ﹤0.01%
7,358
+322
1564
$155K ﹤0.01%
1,760
+395
1565
$155K ﹤0.01%
6,728
+76
1566
$155K ﹤0.01%
3,942
+1,729
1567
$155K ﹤0.01%
3,894
+2,382
1568
$155K ﹤0.01%
760
+11
1569
$154K ﹤0.01%
6,163
-20
1570
$154K ﹤0.01%
5,199
1571
$154K ﹤0.01%
2,831
+359
1572
$154K ﹤0.01%
5,446
+70
1573
$154K ﹤0.01%
6,072
1574
$154K ﹤0.01%
8,734
-387
1575
$154K ﹤0.01%
2,903
-102
61 62
63
64 65