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
2326
$53K ﹤0.01%
1,618
+82
2327
$53K ﹤0.01%
923
2328
$52K ﹤0.01%
833
+166
2329
$52K ﹤0.01%
2,889
+1,571
2330
$52K ﹤0.01%
2,500
2331
$52K ﹤0.01%
+2,031
2332
$52K ﹤0.01%
736
+19
2333
$52K ﹤0.01%
690
+255
2334
$52K ﹤0.01%
2,000
2335
$52K ﹤0.01%
283
+67
2336
$52K ﹤0.01%
2,435
+125
2337
$52K ﹤0.01%
1,600
+1,000
2338
$52K ﹤0.01%
2,144
2339
$52K ﹤0.01%
3,790
2340
$52K ﹤0.01%
982
+24
2341
$52K ﹤0.01%
2,121
+69
2342
$52K ﹤0.01%
629
+220
2343
$52K ﹤0.01%
2,111
2344
$52K ﹤0.01%
1,520
+200
2345
$51K ﹤0.01%
1,405
2346
$51K ﹤0.01%
2,201
+61
2347
$51K ﹤0.01%
3,187
+341
2348
$51K ﹤0.01%
+951
2349
$51K ﹤0.01%
3,195
+60
2350
$51K ﹤0.01%
1,373
-227
92 93
94
95 96