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
1701
$126K ﹤0.01%
3,591
-2,386
1702
$125K ﹤0.01%
9,909
+300
1703
$125K ﹤0.01%
2,489
+175
1704
$124K ﹤0.01%
+4,992
1705
$124K ﹤0.01%
3,830
1706
$124K ﹤0.01%
2,488
1707
$124K ﹤0.01%
535
1708
$124K ﹤0.01%
+4,120
1709
$123K ﹤0.01%
1,754
+153
1710
$123K ﹤0.01%
2,670
+1,684
1711
$123K ﹤0.01%
5,685
1712
$123K ﹤0.01%
6,316
+150
1713
$122K ﹤0.01%
3,548
+2,134
1714
$122K ﹤0.01%
7,607
+30
1715
$122K ﹤0.01%
134
+1
1716
$122K ﹤0.01%
3,760
+10
1717
$122K ﹤0.01%
3,643
+62
1718
$122K ﹤0.01%
4,876
+2,988
1719
$121K ﹤0.01%
4,811
+2,738
1720
$121K ﹤0.01%
12,549
+6,000
1721
$121K ﹤0.01%
3,543
+12
1722
$121K ﹤0.01%
2,706
1723
$121K ﹤0.01%
2,934
+188
1724
$120K ﹤0.01%
96
+36
1725
$120K ﹤0.01%
+7,000
67 68
69
70 71