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
2251
$59K ﹤0.01%
18,000
2252
$58K ﹤0.01%
4,503
+29
2253
$58K ﹤0.01%
824
+37
2254
$58K ﹤0.01%
1,014
+261
2255
$58K ﹤0.01%
1,219
+81
2256
$58K ﹤0.01%
1,791
+37
2257
$58K ﹤0.01%
1,550
+2
2258
$58K ﹤0.01%
894
+200
2259
$58K ﹤0.01%
2,280
+1,007
2260
$58K ﹤0.01%
666
+18
2261
$58K ﹤0.01%
10,289
-3,074
2262
$58K ﹤0.01%
2,105
2263
$58K ﹤0.01%
1,163
+16
2264
$57K ﹤0.01%
809
+370
2265
$57K ﹤0.01%
1,315
+3
2266
$57K ﹤0.01%
3,551
2267
$57K ﹤0.01%
1,961
+323
2268
$57K ﹤0.01%
1,982
2269
$57K ﹤0.01%
1,410
-154
2270
$57K ﹤0.01%
822
+80
2271
$57K ﹤0.01%
6,500
2272
$57K ﹤0.01%
1,117
2273
$56K ﹤0.01%
1,801
+7
2274
$56K ﹤0.01%
+273
2275
$56K ﹤0.01%
3,086
+2,491
89 90
91
92 93