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
2051
$76K ﹤0.01%
4,073
+3,375
2052
$76K ﹤0.01%
716
-231
2053
$76K ﹤0.01%
697
+491
2054
$76K ﹤0.01%
+2,496
2055
$76K ﹤0.01%
665
-29
2056
$76K ﹤0.01%
2,469
+183
2057
$76K ﹤0.01%
1,199
+520
2058
$75K ﹤0.01%
1,657
2059
$75K ﹤0.01%
875
+467
2060
$75K ﹤0.01%
1,497
+53
2061
$75K ﹤0.01%
1,167
+7
2062
$75K ﹤0.01%
3,394
+2,303
2063
$75K ﹤0.01%
2,965
+5
2064
$75K ﹤0.01%
1,254
-96
2065
$75K ﹤0.01%
2,362
+137
2066
$75K ﹤0.01%
+2,992
2067
$74K ﹤0.01%
2,174
+399
2068
$74K ﹤0.01%
1,597
+352
2069
$74K ﹤0.01%
966
+97
2070
$74K ﹤0.01%
4,863
+414
2071
$74K ﹤0.01%
1,600
+67
2072
$74K ﹤0.01%
1,532
+728
2073
$74K ﹤0.01%
1,597
+291
2074
$74K ﹤0.01%
3,719
2075
$74K ﹤0.01%
972
+216
81 82
83
84 85