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
1651
$136K ﹤0.01%
3,049
-740
1652
$136K ﹤0.01%
6,287
+100
1653
$135K ﹤0.01%
3,293
+260
1654
$135K ﹤0.01%
2,392
+35
1655
$135K ﹤0.01%
4,704
1656
$134K ﹤0.01%
6,652
+213
1657
$134K ﹤0.01%
4,192
-396
1658
$134K ﹤0.01%
10,870
+2,442
1659
$134K ﹤0.01%
1,401
+48
1660
$134K ﹤0.01%
250
+70
1661
$134K ﹤0.01%
9,250
1662
$133K ﹤0.01%
5,012
1663
$133K ﹤0.01%
153
+30
1664
$132K ﹤0.01%
6,922
+109
1665
$132K ﹤0.01%
19,454
+10,947
1666
$132K ﹤0.01%
2,155
+69
1667
$132K ﹤0.01%
9,379
1668
$132K ﹤0.01%
5,116
+1,239
1669
$131K ﹤0.01%
2,050
1670
$131K ﹤0.01%
14,646
+5,108
1671
$131K ﹤0.01%
927
+61
1672
$131K ﹤0.01%
3,159
+48
1673
$131K ﹤0.01%
3,770
+143
1674
$131K ﹤0.01%
5,128
-10
1675
$131K ﹤0.01%
1
65 66
67
68 69