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
2101
$72K ﹤0.01%
2,050
+200
2102
$72K ﹤0.01%
1,182
+10
2103
$72K ﹤0.01%
2,815
2104
$72K ﹤0.01%
1,539
+461
2105
$72K ﹤0.01%
+2,881
2106
$71K ﹤0.01%
5,482
2107
$71K ﹤0.01%
1,685
2108
$71K ﹤0.01%
2,095
2109
$71K ﹤0.01%
2,180
+203
2110
$71K ﹤0.01%
958
+294
2111
$71K ﹤0.01%
1,541
+379
2112
$71K ﹤0.01%
2,903
+57
2113
$71K ﹤0.01%
3,513
+81
2114
$70K ﹤0.01%
1,386
+975
2115
$70K ﹤0.01%
1,855
+1,589
2116
$70K ﹤0.01%
14,011
+1,000
2117
$70K ﹤0.01%
2,064
2118
$70K ﹤0.01%
14,556
+1,860
2119
$70K ﹤0.01%
482
+447
2120
$70K ﹤0.01%
770
+166
2121
$70K ﹤0.01%
4,098
2122
$70K ﹤0.01%
2,264
+162
2123
$70K ﹤0.01%
2,661
2124
$69K ﹤0.01%
2,983
+576
2125
$69K ﹤0.01%
1,000
83 84
85
86 87