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
2076
$74K ﹤0.01%
9,718
+9,199
2077
$74K ﹤0.01%
513
+15
2078
$74K ﹤0.01%
899
+222
2079
$74K ﹤0.01%
6,313
+4,250
2080
$74K ﹤0.01%
123
2081
$74K ﹤0.01%
+2,931
2082
$73K ﹤0.01%
2,904
+1,924
2083
$73K ﹤0.01%
2,916
+2,109
2084
$73K ﹤0.01%
1,560
+340
2085
$73K ﹤0.01%
140
+120
2086
$73K ﹤0.01%
1,071
+99
2087
$73K ﹤0.01%
1,450
+50
2088
$73K ﹤0.01%
1,237
+39
2089
$73K ﹤0.01%
1,387
+3
2090
$73K ﹤0.01%
459
+267
2091
$73K ﹤0.01%
3,040
-261
2092
$73K ﹤0.01%
920
2093
$72K ﹤0.01%
1,000
2094
$72K ﹤0.01%
737
-81
2095
$72K ﹤0.01%
1,529
+245
2096
$72K ﹤0.01%
1,064
+234
2097
$72K ﹤0.01%
2,695
+90
2098
$72K ﹤0.01%
6,000
+5,600
2099
$72K ﹤0.01%
1,369
+147
2100
$72K ﹤0.01%
9,608
+383
82 83
84
85 86