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
1901
$93K ﹤0.01%
1,368
1902
$93K ﹤0.01%
589
+177
1903
$93K ﹤0.01%
9,388
+2,867
1904
$92K ﹤0.01%
4,837
+505
1905
$92K ﹤0.01%
1,000
1906
$92K ﹤0.01%
3,372
+5
1907
$92K ﹤0.01%
4,139
1908
$92K ﹤0.01%
722
-1
1909
$92K ﹤0.01%
1,239
1910
$92K ﹤0.01%
7,551
+51
1911
$92K ﹤0.01%
2,788
1912
$92K ﹤0.01%
3,102
+1,132
1913
$92K ﹤0.01%
1,772
+45
1914
$92K ﹤0.01%
516
+23
1915
$92K ﹤0.01%
250
+100
1916
$92K ﹤0.01%
3,261
-204
1917
$92K ﹤0.01%
1,428
1918
$92K ﹤0.01%
2,146
+145
1919
$91K ﹤0.01%
10,868
-136
1920
$91K ﹤0.01%
10,371
+760
1921
$91K ﹤0.01%
2,558
1922
$91K ﹤0.01%
1,820
+260
1923
$91K ﹤0.01%
1,238
1924
$91K ﹤0.01%
5,220
+555
1925
$91K ﹤0.01%
3,057
+198
75 76
77
78 79