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
2351
$51K ﹤0.01%
2,901
+1,942
2352
$51K ﹤0.01%
1,371
+780
2353
$51K ﹤0.01%
522
+271
2354
$51K ﹤0.01%
1,000
2355
$51K ﹤0.01%
971
2356
$51K ﹤0.01%
1,350
-54
2357
$51K ﹤0.01%
221
-105
2358
$51K ﹤0.01%
227
+58
2359
$51K ﹤0.01%
490
+219
2360
$51K ﹤0.01%
635
+535
2361
$51K ﹤0.01%
1,640
+105
2362
$51K ﹤0.01%
672
+21
2363
$51K ﹤0.01%
1
2364
$51K ﹤0.01%
5,696
+1,910
2365
$50K ﹤0.01%
75
2366
$50K ﹤0.01%
885
-30
2367
$50K ﹤0.01%
878
2368
$50K ﹤0.01%
3,581
+25
2369
$50K ﹤0.01%
1,415
+272
2370
$50K ﹤0.01%
2,450
+1,100
2371
$50K ﹤0.01%
708
-8
2372
$50K ﹤0.01%
2,177
+571
2373
$50K ﹤0.01%
3,113
-73
2374
$50K ﹤0.01%
2,507
+26
2375
$50K ﹤0.01%
2,199
+595
93 94
95
96 97