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
2126
$69K ﹤0.01%
1,119
-397
2127
$69K ﹤0.01%
12,705
+12,500
2128
$69K ﹤0.01%
5,018
2129
$69K ﹤0.01%
1,175
+408
2130
$69K ﹤0.01%
923
+69
2131
$69K ﹤0.01%
2,056
+444
2132
$69K ﹤0.01%
3,444
+1,042
2133
$69K ﹤0.01%
511
2134
$69K ﹤0.01%
15,750
2135
$68K ﹤0.01%
1,640
-76
2136
$68K ﹤0.01%
1,482
+24
2137
$68K ﹤0.01%
1,976
+200
2138
$68K ﹤0.01%
659
+189
2139
$68K ﹤0.01%
707
+12
2140
$68K ﹤0.01%
486
+109
2141
$68K ﹤0.01%
1,221
2142
$68K ﹤0.01%
595
+1
2143
$68K ﹤0.01%
2,169
+42
2144
$68K ﹤0.01%
1,079
2145
$68K ﹤0.01%
2,241
2146
$68K ﹤0.01%
+3,472
2147
$68K ﹤0.01%
5,494
+5,456
2148
$67K ﹤0.01%
104
+22
2149
$67K ﹤0.01%
4,331
2150
$67K ﹤0.01%
2,945
84 85
86
87 88