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
1576
$153K ﹤0.01%
16,341
+4,555
1577
$153K ﹤0.01%
1,260
+740
1578
$153K ﹤0.01%
4,673
1579
$153K ﹤0.01%
4,025
+3,395
1580
$153K ﹤0.01%
4,913
1581
$152K ﹤0.01%
29
-4
1582
$152K ﹤0.01%
6,045
+4,299
1583
$152K ﹤0.01%
+1,616
1584
$151K ﹤0.01%
1,923
+600
1585
$151K ﹤0.01%
7,586
+1,023
1586
$151K ﹤0.01%
2,907
-28
1587
$151K ﹤0.01%
17,569
-366
1588
$151K ﹤0.01%
2,967
+439
1589
$150K ﹤0.01%
1,013
+392
1590
$150K ﹤0.01%
5,257
+16
1591
$150K ﹤0.01%
1,741
-4,031
1592
$150K ﹤0.01%
1,021
+257
1593
$149K ﹤0.01%
1,281
+426
1594
$149K ﹤0.01%
6,191
1595
$149K ﹤0.01%
6,860
+4
1596
$148K ﹤0.01%
4,254
+73
1597
$148K ﹤0.01%
596
+105
1598
$148K ﹤0.01%
2,275
+153
1599
$148K ﹤0.01%
11,383
+4,750
1600
$147K ﹤0.01%
2,448
+298
62 63
64
65 66