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
1926
$91K ﹤0.01%
1,127
+386
1927
$90K ﹤0.01%
3,059
+523
1928
$90K ﹤0.01%
706
+50
1929
$90K ﹤0.01%
7,806
+77
1930
$90K ﹤0.01%
1,663
-17
1931
$90K ﹤0.01%
595
-170
1932
$90K ﹤0.01%
4,619
1933
$90K ﹤0.01%
1,177
+300
1934
$90K ﹤0.01%
355
+7
1935
$90K ﹤0.01%
455
+200
1936
$89K ﹤0.01%
3,544
+138
1937
$89K ﹤0.01%
+1,652
1938
$89K ﹤0.01%
3,483
+1,500
1939
$89K ﹤0.01%
1,550
+1,055
1940
$89K ﹤0.01%
7,750
+6,935
1941
$89K ﹤0.01%
820
+102
1942
$89K ﹤0.01%
547
+500
1943
$89K ﹤0.01%
1,184
+26
1944
$89K ﹤0.01%
2,225
+55
1945
$89K ﹤0.01%
323
1946
$88K ﹤0.01%
1,098
-83
1947
$88K ﹤0.01%
504
+119
1948
$88K ﹤0.01%
7,600
1949
$88K ﹤0.01%
1,437
+148
1950
$88K ﹤0.01%
2,463
+33
76 77
78
79 80