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
2526
$2K ﹤0.01%
+71
2527
$2K ﹤0.01%
+15
2528
$2K ﹤0.01%
+30
2529
$2K ﹤0.01%
+8
2530
$2K ﹤0.01%
+30
2531
$2K ﹤0.01%
+98
2532
$2K ﹤0.01%
+36
2533
$2K ﹤0.01%
+45
2534
$2K ﹤0.01%
+86
2535
$2K ﹤0.01%
+51
2536
$2K ﹤0.01%
+15
2537
$2K ﹤0.01%
+1
2538
$2K ﹤0.01%
+217
2539
$2K ﹤0.01%
+40
2540
$2K ﹤0.01%
+6,667
2541
$2K ﹤0.01%
+200
2542
$2K ﹤0.01%
+66
2543
$2K ﹤0.01%
+112
2544
$2K ﹤0.01%
+30
2545
$2K ﹤0.01%
+1,760
2546
$2K ﹤0.01%
+68
2547
$2K ﹤0.01%
+11
2548
$2K ﹤0.01%
+100
2549
$2K ﹤0.01%
+556
2550
$2K ﹤0.01%
+176
100 101
102
103 104