IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
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
+$32.3M
3
+$30.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$29.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$17.4M

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%
+90
2577
$1K ﹤0.01%
+28
2578
$1K ﹤0.01%
+80
2579
$1K ﹤0.01%
+29
2580
$1K ﹤0.01%
+23
2581
$1K ﹤0.01%
+6
2582
$1K ﹤0.01%
+33
2583
$1K ﹤0.01%
+18
2584
$1K ﹤0.01%
+50
2585
$1K ﹤0.01%
+49
2586
$1K ﹤0.01%
+18
2587
$1K ﹤0.01%
+22
2588
$1K ﹤0.01%
+77
2589
$1K ﹤0.01%
+11
2590
$1K ﹤0.01%
+22
2591
$1K ﹤0.01%
+57
2592
$1K ﹤0.01%
+23
2593
$1K ﹤0.01%
+2,000
2594
$1K ﹤0.01%
+18
2595
$1K ﹤0.01%
+41
2596
$1K ﹤0.01%
+73
2597
$1K ﹤0.01%
+29
2598
$1K ﹤0.01%
+40
2599
$1K ﹤0.01%
+15
2600
$1K ﹤0.01%
+40
102 103
104
105 106