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
2276
$56K ﹤0.01%
1,924
+4
2277
$56K ﹤0.01%
+2,148
2278
$56K ﹤0.01%
1,026
+1
2279
$56K ﹤0.01%
1,490
+130
2280
$56K ﹤0.01%
3,489
+250
2281
$56K ﹤0.01%
+2,251
2282
$56K ﹤0.01%
3,985
2283
$56K ﹤0.01%
2,080
2284
$55K ﹤0.01%
8,550
+1,813
2285
$55K ﹤0.01%
468
+2
2286
$55K ﹤0.01%
3,703
+36
2287
$55K ﹤0.01%
1,442
+7
2288
$55K ﹤0.01%
1,273
+30
2289
$55K ﹤0.01%
3,401
+2,011
2290
$55K ﹤0.01%
+1,078
2291
$55K ﹤0.01%
1,076
+55
2292
$55K ﹤0.01%
4,055
+3,007
2293
$55K ﹤0.01%
2,776
+277
2294
$55K ﹤0.01%
5,219
+1,200
2295
$55K ﹤0.01%
761
-29
2296
$55K ﹤0.01%
4,292
+29
2297
$55K ﹤0.01%
2,200
2298
$55K ﹤0.01%
1,435
2299
$55K ﹤0.01%
3,062
-220
2300
$55K ﹤0.01%
1,250
90 91
92
93 94