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
1751
$117K ﹤0.01%
17,409
+14,234
1752
$117K ﹤0.01%
3,584
+326
1753
$117K ﹤0.01%
3,608
+1,999
1754
$116K ﹤0.01%
1,353
+29
1755
$116K ﹤0.01%
555
+124
1756
$116K ﹤0.01%
3,433
1757
$116K ﹤0.01%
408
+90
1758
$115K ﹤0.01%
3,126
+51
1759
$115K ﹤0.01%
2,120
+53
1760
$115K ﹤0.01%
1,063
+68
1761
$115K ﹤0.01%
3,856
1762
$115K ﹤0.01%
2,274
+340
1763
$115K ﹤0.01%
5,798
+1,400
1764
$114K ﹤0.01%
950
+400
1765
$114K ﹤0.01%
1,213
+199
1766
$114K ﹤0.01%
7,720
+3,960
1767
$113K ﹤0.01%
7,310
+556
1768
$113K ﹤0.01%
10,385
-664
1769
$113K ﹤0.01%
3,684
+503
1770
$113K ﹤0.01%
1,706
1771
$113K ﹤0.01%
1,130
+145
1772
$113K ﹤0.01%
1,648
-7
1773
$112K ﹤0.01%
5,382
1774
$112K ﹤0.01%
1,199
+345
1775
$112K ﹤0.01%
5,295
+1,160
69 70
71
72 73