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
1876
$96K ﹤0.01%
3,866
+2
1877
$96K ﹤0.01%
+250
1878
$96K ﹤0.01%
3,026
1879
$96K ﹤0.01%
858
+115
1880
$96K ﹤0.01%
2,026
+717
1881
$95K ﹤0.01%
13,100
+1,705
1882
$95K ﹤0.01%
2,358
+3
1883
$95K ﹤0.01%
3,339
+244
1884
$95K ﹤0.01%
2,070
+2
1885
$94K ﹤0.01%
1,319
+182
1886
$94K ﹤0.01%
898
+156
1887
$94K ﹤0.01%
4,786
+1,512
1888
$94K ﹤0.01%
2,242
+262
1889
$94K ﹤0.01%
2,166
+727
1890
$94K ﹤0.01%
3,601
1891
$94K ﹤0.01%
4,888
+42
1892
$94K ﹤0.01%
963
1893
$94K ﹤0.01%
1,491
+25
1894
$94K ﹤0.01%
634
+41
1895
$94K ﹤0.01%
3,846
+420
1896
$94K ﹤0.01%
5,296
1897
$93K ﹤0.01%
2,463
+401
1898
$93K ﹤0.01%
828
+488
1899
$93K ﹤0.01%
2,481
+27
1900
$93K ﹤0.01%
1,485
-1
74 75
76
77 78