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
2226
$60K ﹤0.01%
3,095
+1,168
2227
$60K ﹤0.01%
4,610
+382
2228
$60K ﹤0.01%
1,564
+870
2229
$60K ﹤0.01%
2,016
+16
2230
$60K ﹤0.01%
1,518
+5
2231
$60K ﹤0.01%
1,586
+16
2232
$60K ﹤0.01%
1,586
+33
2233
$60K ﹤0.01%
380
+87
2234
$60K ﹤0.01%
+462
2235
$60K ﹤0.01%
4,845
2236
$60K ﹤0.01%
1,227
+66
2237
$60K ﹤0.01%
767
-122
2238
$60K ﹤0.01%
328
+13
2239
$60K ﹤0.01%
2,342
2240
$60K ﹤0.01%
3,548
2241
$60K ﹤0.01%
+2,000
2242
$59K ﹤0.01%
1,210
2243
$59K ﹤0.01%
1,667
+120
2244
$59K ﹤0.01%
1,236
+334
2245
$59K ﹤0.01%
1,463
+233
2246
$59K ﹤0.01%
652
+112
2247
$59K ﹤0.01%
3,800
2248
$59K ﹤0.01%
799
+659
2249
$59K ﹤0.01%
+1,906
2250
$59K ﹤0.01%
52
88 89
90
91 92