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
2401
$48K ﹤0.01%
4,220
+184
2402
$47K ﹤0.01%
569
+437
2403
$47K ﹤0.01%
1,763
-22
2404
$47K ﹤0.01%
763
+388
2405
$47K ﹤0.01%
790
2406
$47K ﹤0.01%
2,890
+229
2407
$47K ﹤0.01%
974
2408
$47K ﹤0.01%
776
+189
2409
$47K ﹤0.01%
2,398
+298
2410
$47K ﹤0.01%
515
+48
2411
$47K ﹤0.01%
4,157
2412
$47K ﹤0.01%
1,069
+197
2413
$47K ﹤0.01%
1,830
-720
2414
$47K ﹤0.01%
2,120
+136
2415
$47K ﹤0.01%
265
-69
2416
$47K ﹤0.01%
3,600
2417
$47K ﹤0.01%
573
+55
2418
$47K ﹤0.01%
85
+75
2419
$47K ﹤0.01%
1,500
+291
2420
$47K ﹤0.01%
+1,869
2421
$47K ﹤0.01%
1,624
+502
2422
$47K ﹤0.01%
3,145
+557
2423
$46K ﹤0.01%
+2,000
2424
$46K ﹤0.01%
365
+31
2425
$46K ﹤0.01%
609
95 96
97
98 99