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
2701
$1K ﹤0.01%
+10
2702
$1K ﹤0.01%
+105
2703
$1K ﹤0.01%
+550
2704
$1K ﹤0.01%
+7
2705
$1K ﹤0.01%
+6
2706
$1K ﹤0.01%
+12
2707
$1K ﹤0.01%
+175
2708
$1K ﹤0.01%
+237
2709
$1K ﹤0.01%
+86
2710
$1K ﹤0.01%
+10
2711
$1K ﹤0.01%
+79
2712
$1K ﹤0.01%
+12
2713
$1K ﹤0.01%
+25
2714
$1K ﹤0.01%
+50
2715
$1K ﹤0.01%
+47
2716
$1K ﹤0.01%
+76
2717
$1K ﹤0.01%
+100
2718
$1K ﹤0.01%
+44
2719
$1K ﹤0.01%
+32
2720
$1K ﹤0.01%
+18
2721
$1K ﹤0.01%
+231
2722
$1K ﹤0.01%
+71
2723
$1K ﹤0.01%
+30
2724
$1K ﹤0.01%
+7
2725
$1K ﹤0.01%
+21
107 108
109
110 111