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
1976
$85K ﹤0.01%
3,050
1977
$85K ﹤0.01%
1,391
+165
1978
$85K ﹤0.01%
1,645
+155
1979
$85K ﹤0.01%
3,371
-6
1980
$85K ﹤0.01%
712
+64
1981
$84K ﹤0.01%
3,770
+64
1982
$84K ﹤0.01%
1,876
+586
1983
$84K ﹤0.01%
1,634
+583
1984
$84K ﹤0.01%
987
1985
$83K ﹤0.01%
448
+24
1986
$83K ﹤0.01%
1,455
+151
1987
$83K ﹤0.01%
3,371
+1,000
1988
$83K ﹤0.01%
6,782
-483
1989
$83K ﹤0.01%
2,042
+626
1990
$83K ﹤0.01%
1,178
+28
1991
$83K ﹤0.01%
1,702
1992
$83K ﹤0.01%
405
+32
1993
$82K ﹤0.01%
3,024
+7
1994
$82K ﹤0.01%
1,839
-17
1995
$82K ﹤0.01%
9,123
+1,180
1996
$82K ﹤0.01%
1,418
+331
1997
$82K ﹤0.01%
2,700
+139
1998
$82K ﹤0.01%
1,507
+1,500
1999
$82K ﹤0.01%
1,387
-16
2000
$82K ﹤0.01%
4,900
78 79
80
81 82