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
2676
$1K ﹤0.01%
+5
2677
$1K ﹤0.01%
+191
2678
$1K ﹤0.01%
+12
2679
$1K ﹤0.01%
+25
2680
$1K ﹤0.01%
+50
2681
$1K ﹤0.01%
+233
2682
$1K ﹤0.01%
+7
2683
$1K ﹤0.01%
+21
2684
$1K ﹤0.01%
+9
2685
$1K ﹤0.01%
+48
2686
$1K ﹤0.01%
+59
2687
$1K ﹤0.01%
+95
2688
$1K ﹤0.01%
+200
2689
$1K ﹤0.01%
+135
2690
$1K ﹤0.01%
+9
2691
$1K ﹤0.01%
+100
2692
$1K ﹤0.01%
+1
2693
$1K ﹤0.01%
+329
2694
$1K ﹤0.01%
+25
2695
$1K ﹤0.01%
+39
2696
$1K ﹤0.01%
+169
2697
$1K ﹤0.01%
+668
2698
$1K ﹤0.01%
+578
2699
$1K ﹤0.01%
+48
2700
$1K ﹤0.01%
+81