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
1776
$112K ﹤0.01%
5,440
1777
$112K ﹤0.01%
2,835
+6
1778
$112K ﹤0.01%
6,988
-189
1779
$112K ﹤0.01%
2,895
+816
1780
$112K ﹤0.01%
1,895
1781
$112K ﹤0.01%
3,240
+33
1782
$112K ﹤0.01%
3,098
+1,775
1783
$111K ﹤0.01%
240
+2
1784
$111K ﹤0.01%
4,534
1785
$111K ﹤0.01%
2,906
+166
1786
$111K ﹤0.01%
3,011
+136
1787
$111K ﹤0.01%
2,910
+75
1788
$110K ﹤0.01%
4,328
+12
1789
$110K ﹤0.01%
1,366
+754
1790
$110K ﹤0.01%
3,261
-278
1791
$110K ﹤0.01%
12,922
+413
1792
$109K ﹤0.01%
883
+143
1793
$109K ﹤0.01%
2,162
+307
1794
$109K ﹤0.01%
2,149
-308
1795
$109K ﹤0.01%
1,894
+294
1796
$109K ﹤0.01%
972
+239
1797
$109K ﹤0.01%
+4,394
1798
$109K ﹤0.01%
1,783
+338
1799
$108K ﹤0.01%
3,712
1800
$108K ﹤0.01%
735
+260
70 71
72
73 74