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
1851
$101K ﹤0.01%
3,457
+1,615
1852
$101K ﹤0.01%
2,446
+239
1853
$100K ﹤0.01%
1,991
+221
1854
$100K ﹤0.01%
27
1855
$100K ﹤0.01%
810
+90
1856
$100K ﹤0.01%
2,758
+1,180
1857
$100K ﹤0.01%
2,269
+1,103
1858
$100K ﹤0.01%
7,660
-711
1859
$100K ﹤0.01%
8,982
+6,549
1860
$99K ﹤0.01%
+4,000
1861
$99K ﹤0.01%
5,069
+600
1862
$99K ﹤0.01%
4,166
+251
1863
$99K ﹤0.01%
1,158
+79
1864
$99K ﹤0.01%
38,170
1865
$99K ﹤0.01%
1,453
1866
$99K ﹤0.01%
1,041
+130
1867
$99K ﹤0.01%
732
+183
1868
$98K ﹤0.01%
1,253
+8
1869
$98K ﹤0.01%
10,241
+418
1870
$98K ﹤0.01%
1,536
+129
1871
$98K ﹤0.01%
2,048
+235
1872
$97K ﹤0.01%
1,035
-104
1873
$97K ﹤0.01%
3,326
+46
1874
$97K ﹤0.01%
1,445
+1,400
1875
$97K ﹤0.01%
2,100
+2,000
73 74
75
76 77