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
2701
$1K ﹤0.01%
+18
2702
$1K ﹤0.01%
+18
2703
$1K ﹤0.01%
+9
2704
$1K ﹤0.01%
+104
2705
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+11
2706
$1K ﹤0.01%
+214
2707
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+27
2708
$1K ﹤0.01%
+38
2709
$1K ﹤0.01%
+36
2710
$1K ﹤0.01%
+169
2711
$1K ﹤0.01%
+13
2712
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+60
2713
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+36
2714
$1K ﹤0.01%
+182
2715
$1K ﹤0.01%
+62
2716
$1K ﹤0.01%
+39
2717
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+20
2718
$1K ﹤0.01%
+250
2719
$1K ﹤0.01%
+90
2720
$1K ﹤0.01%
+28
2721
$1K ﹤0.01%
+107
2722
$1K ﹤0.01%
+11
2723
$1K ﹤0.01%
+80
2724
$1K ﹤0.01%
+29
2725
$1K ﹤0.01%
+54