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
2201
$63K ﹤0.01%
2,834
+158
2202
$63K ﹤0.01%
4,030
2203
$63K ﹤0.01%
2,500
2204
$62K ﹤0.01%
3,323
+943
2205
$62K ﹤0.01%
1,580
+86
2206
$62K ﹤0.01%
1,700
-4,000
2207
$62K ﹤0.01%
1,789
2208
$62K ﹤0.01%
260
+23
2209
$62K ﹤0.01%
362
-2
2210
$62K ﹤0.01%
1,681
-90
2211
$62K ﹤0.01%
584
+60
2212
$62K ﹤0.01%
2,247
+809
2213
$62K ﹤0.01%
1,288
+44
2214
$61K ﹤0.01%
2,416
2215
$61K ﹤0.01%
2,443
-93
2216
$61K ﹤0.01%
660
2217
$61K ﹤0.01%
7,326
+242
2218
$61K ﹤0.01%
2,435
+389
2219
$61K ﹤0.01%
1,984
2220
$61K ﹤0.01%
4,942
2221
$61K ﹤0.01%
1,254
+151
2222
$61K ﹤0.01%
3,300
2223
$60K ﹤0.01%
547
+114
2224
$60K ﹤0.01%
1,787
2225
$60K ﹤0.01%
1,627
+1,620
87 88
89
90 91