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
2551
$2K ﹤0.01%
+93
2552
$2K ﹤0.01%
+31
2553
$2K ﹤0.01%
+157
2554
$2K ﹤0.01%
+54
2555
$2K ﹤0.01%
+1,320
2556
$2K ﹤0.01%
+271
2557
$2K ﹤0.01%
+300
2558
$2K ﹤0.01%
+55
2559
$2K ﹤0.01%
+230
2560
$2K ﹤0.01%
+100
2561
$2K ﹤0.01%
+102
2562
$2K ﹤0.01%
+285
2563
$2K ﹤0.01%
+34
2564
$1K ﹤0.01%
+29
2565
$1K ﹤0.01%
+40
2566
$1K ﹤0.01%
+12
2567
$1K ﹤0.01%
+175
2568
$1K ﹤0.01%
+237
2569
$1K ﹤0.01%
+86
2570
$1K ﹤0.01%
+15
2571
$1K ﹤0.01%
+40
2572
$1K ﹤0.01%
+28
2573
$1K ﹤0.01%
+100
2574
$1K ﹤0.01%
+70
2575
$1K ﹤0.01%
+79
101 102
103
104 105