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
2376
$50K ﹤0.01%
1,100
2377
$49K ﹤0.01%
1,963
2378
$49K ﹤0.01%
989
+330
2379
$49K ﹤0.01%
1,926
2380
$49K ﹤0.01%
1,263
+454
2381
$49K ﹤0.01%
574
2382
$49K ﹤0.01%
2,238
+748
2383
$49K ﹤0.01%
1,440
+12
2384
$49K ﹤0.01%
1,007
-248
2385
$49K ﹤0.01%
700
+306
2386
$49K ﹤0.01%
6,000
2387
$49K ﹤0.01%
3,912
2388
$49K ﹤0.01%
2,150
2389
$49K ﹤0.01%
3,500
2390
$48K ﹤0.01%
290
+68
2391
$48K ﹤0.01%
1,949
+278
2392
$48K ﹤0.01%
561
+49
2393
$48K ﹤0.01%
3,700
2394
$48K ﹤0.01%
3,199
+235
2395
$48K ﹤0.01%
865
+344
2396
$48K ﹤0.01%
2,373
+2,128
2397
$48K ﹤0.01%
261
+230
2398
$48K ﹤0.01%
2,100
2399
$48K ﹤0.01%
646
+333
2400
$48K ﹤0.01%
1,278
94 95
96
97 98