IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$31.4M
3
+$30.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$29.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$17.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.55%
2 Consumer Discretionary 5.08%
3 Financials 4.5%
4 Communication Services 3.49%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2K ﹤0.01%
+65
2477
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+26
2478
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+16
2479
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+298
2480
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+40
2481
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+59
2482
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+63
2483
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+34
2484
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+70
2485
$2K ﹤0.01%
+500
2486
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+500
2487
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+58
2488
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+405
2489
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+50
2490
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+1,260
2491
$2K ﹤0.01%
+94
2492
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+108
2493
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+13
2494
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+200
2495
$2K ﹤0.01%
+100
2496
$2K ﹤0.01%
+115
2497
$2K ﹤0.01%
+17
2498
$2K ﹤0.01%
+41
2499
$2K ﹤0.01%
+24
2500
$2K ﹤0.01%
+149
98 99
100
101 102