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
3951
$6K ﹤0.01%
2
+1
3952
$6K ﹤0.01%
144
-2
3953
$6K ﹤0.01%
1,900
+400
3954
$6K ﹤0.01%
562
3955
$6K ﹤0.01%
148
3956
$6K ﹤0.01%
239
3957
$6K ﹤0.01%
189
+115
3958
$6K ﹤0.01%
121
+81
3959
$6K ﹤0.01%
500
3960
$6K ﹤0.01%
134
+3
3961
$6K ﹤0.01%
850
3962
$6K ﹤0.01%
71
-2
3963
$6K ﹤0.01%
258
+107
3964
$6K ﹤0.01%
107
3965
$6K ﹤0.01%
18
-1
3966
$6K ﹤0.01%
376
+4
3967
$6K ﹤0.01%
107
3968
$6K ﹤0.01%
145
+15
3969
$6K ﹤0.01%
506
3970
$6K ﹤0.01%
+31
3971
$6K ﹤0.01%
1,000
3972
$6K ﹤0.01%
207
3973
$6K ﹤0.01%
153
+4
3974
$6K ﹤0.01%
575
3975
$6K ﹤0.01%
276
157 158
159
160 161