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
2601
$1K ﹤0.01%
+28
2602
$1K ﹤0.01%
+100
2603
$1K ﹤0.01%
+70
2604
$1K ﹤0.01%
+12
2605
$1K ﹤0.01%
+5
2606
$1K ﹤0.01%
+191
2607
$1K ﹤0.01%
+233
2608
$1K ﹤0.01%
+20
2609
$1K ﹤0.01%
+69
2610
$1K ﹤0.01%
+28
2611
$1K ﹤0.01%
+119
2612
$1K ﹤0.01%
+159
2613
$1K ﹤0.01%
+53
2614
$1K ﹤0.01%
+50
2615
$1K ﹤0.01%
+27
2616
$1K ﹤0.01%
+20
2617
$1K ﹤0.01%
+9
2618
$1K ﹤0.01%
+277
2619
$1K ﹤0.01%
+5
2620
$1K ﹤0.01%
+34
2621
$1K ﹤0.01%
+56
2622
$1K ﹤0.01%
+101
2623
$1K ﹤0.01%
+7
2624
$1K ﹤0.01%
+686
2625
$1K ﹤0.01%
+10
103 104
105
106 107