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
2426
$46K ﹤0.01%
1,325
2427
$46K ﹤0.01%
7,812
+252
2428
$46K ﹤0.01%
5,562
+245
2429
$46K ﹤0.01%
1,152
+16
2430
$46K ﹤0.01%
225
+50
2431
$46K ﹤0.01%
2,755
+5
2432
$46K ﹤0.01%
994
+284
2433
$46K ﹤0.01%
1,450
2434
$46K ﹤0.01%
3,214
+39
2435
$46K ﹤0.01%
305
+76
2436
$46K ﹤0.01%
184
-30
2437
$46K ﹤0.01%
893
+88
2438
$46K ﹤0.01%
733
+7
2439
$46K ﹤0.01%
+1,821
2440
$46K ﹤0.01%
701
+68
2441
$46K ﹤0.01%
1,330
+986
2442
$45K ﹤0.01%
2,394
+170
2443
$45K ﹤0.01%
2,450
2444
$45K ﹤0.01%
999
+332
2445
$45K ﹤0.01%
1,800
+230
2446
$45K ﹤0.01%
1,985
2447
$45K ﹤0.01%
2,500
2448
$45K ﹤0.01%
588
+77
2449
$45K ﹤0.01%
1,119
+693
2450
$45K ﹤0.01%
926
+718
96 97
98
99 100