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
2626
$1K ﹤0.01%
+18
2627
$1K ﹤0.01%
+17
2628
$1K ﹤0.01%
+27
2629
$1K ﹤0.01%
+32
2630
$1K ﹤0.01%
+100
2631
$1K ﹤0.01%
+73
2632
$1K ﹤0.01%
+190
2633
$1K ﹤0.01%
+84
2634
$1K ﹤0.01%
+92
2635
$1K ﹤0.01%
+135
2636
$1K ﹤0.01%
+9
2637
$1K ﹤0.01%
+100
2638
$1K ﹤0.01%
+1
2639
$1K ﹤0.01%
+329
2640
$1K ﹤0.01%
+169
2641
$1K ﹤0.01%
+668
2642
$1K ﹤0.01%
+578
2643
$1K ﹤0.01%
+48
2644
$1K ﹤0.01%
+1,620
2645
$1K ﹤0.01%
+40
2646
$1K ﹤0.01%
+150
2647
$1K ﹤0.01%
+108
2648
$1K ﹤0.01%
+38
2649
$1K ﹤0.01%
+300
2650
$1K ﹤0.01%
+81
104 105
106
107 108