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
3876
$7K ﹤0.01%
70
+5
3877
$7K ﹤0.01%
93
+21
3878
$7K ﹤0.01%
76
3879
$7K ﹤0.01%
120
+10
3880
$7K ﹤0.01%
+327
3881
$7K ﹤0.01%
+540
3882
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146
+89
3883
$7K ﹤0.01%
152
3884
$7K ﹤0.01%
+200
3885
$7K ﹤0.01%
68
-25
3886
$7K ﹤0.01%
200
3887
$7K ﹤0.01%
422
+22
3888
$7K ﹤0.01%
200
3889
$7K ﹤0.01%
120
3890
$7K ﹤0.01%
226
3891
$7K ﹤0.01%
292
+150
3892
$7K ﹤0.01%
300
3893
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193
3894
$7K ﹤0.01%
136
3895
$7K ﹤0.01%
375
3896
$7K ﹤0.01%
350
3897
$7K ﹤0.01%
326
3898
$7K ﹤0.01%
79
-4
3899
$7K ﹤0.01%
212
+100
3900
$7K ﹤0.01%
98
-5
154 155
156
157 158