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
1801
$108K ﹤0.01%
8,330
-53
1802
$108K ﹤0.01%
3,637
-318
1803
$108K ﹤0.01%
1,902
1804
$108K ﹤0.01%
2,551
1805
$108K ﹤0.01%
1,376
+144
1806
$108K ﹤0.01%
3,155
1807
$107K ﹤0.01%
3,648
+3,217
1808
$107K ﹤0.01%
4,190
1809
$107K ﹤0.01%
17,442
+626
1810
$107K ﹤0.01%
4,988
1811
$107K ﹤0.01%
4,230
+18
1812
$107K ﹤0.01%
5,189
+642
1813
$107K ﹤0.01%
11,603
+932
1814
$107K ﹤0.01%
1,786
+428
1815
$107K ﹤0.01%
8,168
+939
1816
$107K ﹤0.01%
3,750
+2,800
1817
$106K ﹤0.01%
2,455
+688
1818
$106K ﹤0.01%
8,547
-2
1819
$106K ﹤0.01%
4,175
1820
$106K ﹤0.01%
3,132
+7
1821
$106K ﹤0.01%
6,290
+345
1822
$106K ﹤0.01%
2,119
+1,074
1823
$106K ﹤0.01%
1,600
1824
$105K ﹤0.01%
5,280
-115
1825
$105K ﹤0.01%
3,772
71 72
73
74 75