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
2601
$1K ﹤0.01%
+686
2602
$1K ﹤0.01%
+10
2603
$1K ﹤0.01%
+18
2604
$1K ﹤0.01%
+17
2605
– –
0
2606
$1K ﹤0.01%
+19
2607
$1K ﹤0.01%
+18
2608
$1K ﹤0.01%
+27
2609
$1K ﹤0.01%
+32
2610
$1K ﹤0.01%
+28
2611
$1K ﹤0.01%
+137
2612
$1K ﹤0.01%
+174
2613
$1K ﹤0.01%
+74
2614
$1K ﹤0.01%
+13
2615
$1K ﹤0.01%
+100
2616
$1K ﹤0.01%
+21
2617
$1K ﹤0.01%
+195
2618
$1K ﹤0.01%
+70
2619
$1K ﹤0.01%
+140
2620
$1K ﹤0.01%
+12
2621
$1K ﹤0.01%
+146
2622
$1K ﹤0.01%
+469
2623
$1K ﹤0.01%
+73
2624
$1K ﹤0.01%
+190
2625
$1K ﹤0.01%
+84
103 104
105
106 107