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
1826
$105K ﹤0.01%
7,111
+250
1827
$105K ﹤0.01%
9,125
1828
$105K ﹤0.01%
4,779
+448
1829
$104K ﹤0.01%
8,711
1830
$104K ﹤0.01%
4,061
+97
1831
$104K ﹤0.01%
6,500
-500
1832
$104K ﹤0.01%
6,433
1833
$104K ﹤0.01%
11,678
+3,000
1834
$103K ﹤0.01%
3,850
-767
1835
$103K ﹤0.01%
2,637
1836
$103K ﹤0.01%
8,518
+26
1837
$103K ﹤0.01%
5,354
+949
1838
$103K ﹤0.01%
1,010
1839
$103K ﹤0.01%
2,159
+167
1840
$103K ﹤0.01%
1,967
1841
$102K ﹤0.01%
150
1842
$102K ﹤0.01%
758
+35
1843
$102K ﹤0.01%
2,474
+48
1844
$102K ﹤0.01%
16,568
-3,000
1845
$101K ﹤0.01%
8,444
+231
1846
$101K ﹤0.01%
+4,000
1847
$101K ﹤0.01%
7,990
-57
1848
$101K ﹤0.01%
3,900
+357
1849
$101K ﹤0.01%
4,212
-7
1850
$101K ﹤0.01%
4,611
+298
72 73
74
75 76