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
2576
$1K ﹤0.01%
+20
2577
$1K ﹤0.01%
+47
2578
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+69
2579
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+28
2580
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+119
2581
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+159
2582
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+76
2583
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+100
2584
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+44
2585
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+53
2586
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+50
2587
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+27
2588
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+20
2589
$1K ﹤0.01%
+32
2590
$1K ﹤0.01%
+18
2591
$1K ﹤0.01%
+11
2592
$1K ﹤0.01%
+231
2593
$1K ﹤0.01%
+71
2594
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+30
2595
$1K ﹤0.01%
+277
2596
$1K ﹤0.01%
+5
2597
$1K ﹤0.01%
+34
2598
$1K ﹤0.01%
+56
2599
$1K ﹤0.01%
+101
2600
$1K ﹤0.01%
+7
102 103
104
105 106