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
2176
$65K ﹤0.01%
30,087
+140
2177
$65K ﹤0.01%
+2,598
2178
$65K ﹤0.01%
2,391
+904
2179
$65K ﹤0.01%
737
+48
2180
$65K ﹤0.01%
1,586
+1,181
2181
$64K ﹤0.01%
+1,080
2182
$64K ﹤0.01%
2,704
-4,855
2183
$64K ﹤0.01%
4,661
+228
2184
$64K ﹤0.01%
1,254
2185
$64K ﹤0.01%
1,381
2186
$64K ﹤0.01%
2,180
+1,058
2187
$64K ﹤0.01%
992
+724
2188
$64K ﹤0.01%
+1,000
2189
$64K ﹤0.01%
496
+196
2190
$64K ﹤0.01%
4,482
+300
2191
$64K ﹤0.01%
1,536
+201
2192
$63K ﹤0.01%
892
+172
2193
$63K ﹤0.01%
1,019
+237
2194
$63K ﹤0.01%
626
+53
2195
$63K ﹤0.01%
1,653
2196
$63K ﹤0.01%
538
+12
2197
$63K ﹤0.01%
1,754
+228
2198
$63K ﹤0.01%
1,902
+221
2199
$63K ﹤0.01%
2,124
-22
2200
$63K ﹤0.01%
+75
86 87
88
89 90