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
1601
$147K ﹤0.01%
13,903
+50
1602
$147K ﹤0.01%
4,508
+408
1603
$147K ﹤0.01%
10,334
-155
1604
$147K ﹤0.01%
28,759
+1,000
1605
$146K ﹤0.01%
5,268
+42
1606
$146K ﹤0.01%
4,916
+2,463
1607
$146K ﹤0.01%
5,951
1608
$145K ﹤0.01%
5,205
1609
$145K ﹤0.01%
10,747
+9,314
1610
$145K ﹤0.01%
2,040
1611
$145K ﹤0.01%
2,402
+383
1612
$145K ﹤0.01%
2,568
+116
1613
$145K ﹤0.01%
4,394
+1,800
1614
$145K ﹤0.01%
934
+354
1615
$144K ﹤0.01%
3,319
-307
1616
$144K ﹤0.01%
7,185
+31
1617
$144K ﹤0.01%
2,918
+407
1618
$144K ﹤0.01%
6,765
+429
1619
$143K ﹤0.01%
2,487
1620
$143K ﹤0.01%
5,747
1621
$143K ﹤0.01%
4,151
1622
$143K ﹤0.01%
3,339
+33
1623
$143K ﹤0.01%
15,126
+2,113
1624
$142K ﹤0.01%
13,582
+1,235
1625
$142K ﹤0.01%
1,593
+532
63 64
65
66 67