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
1626
$142K ﹤0.01%
2,176
+29
1627
$141K ﹤0.01%
2,253
-154
1628
$141K ﹤0.01%
2,014
+363
1629
$140K ﹤0.01%
10,746
+1,827
1630
$140K ﹤0.01%
1,125
+79
1631
$140K ﹤0.01%
2,150
+597
1632
$139K ﹤0.01%
2,725
+2,717
1633
$139K ﹤0.01%
2,296
+390
1634
$139K ﹤0.01%
6,031
+281
1635
$139K ﹤0.01%
11,122
-65
1636
$139K ﹤0.01%
4,920
+290
1637
$138K ﹤0.01%
5,512
+301
1638
$138K ﹤0.01%
12,167
1639
$138K ﹤0.01%
2,498
+1
1640
$138K ﹤0.01%
957
+71
1641
$137K ﹤0.01%
2,807
+1,456
1642
$137K ﹤0.01%
4,365
-3,119
1643
$137K ﹤0.01%
724
+224
1644
$137K ﹤0.01%
8,151
+1,567
1645
$137K ﹤0.01%
10,716
-2,095
1646
$137K ﹤0.01%
3,847
+30
1647
$137K ﹤0.01%
5,808
+950
1648
$136K ﹤0.01%
2,560
+71
1649
$136K ﹤0.01%
9,515
+920
1650
$136K ﹤0.01%
2,946
64 65
66
67 68