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
2726
$1K ﹤0.01%
+23
2727
$1K ﹤0.01%
+6
2728
$1K ﹤0.01%
+33
2729
$1K ﹤0.01%
+18
2730
$1K ﹤0.01%
+85
2731
$1K ﹤0.01%
+36
2732
$1K ﹤0.01%
+9
2733
$1K ﹤0.01%
+50
2734
$1K ﹤0.01%
+33
2735
$1K ﹤0.01%
+50
2736
$1K ﹤0.01%
+192
2737
$1K ﹤0.01%
+14
2738
$1K ﹤0.01%
+10
2739
$1K ﹤0.01%
+39
2740
$1K ﹤0.01%
+80
2741
$1K ﹤0.01%
+30
2742
$1K ﹤0.01%
+49
2743
$1K ﹤0.01%
+9
2744
$1K ﹤0.01%
+75
2745
$1K ﹤0.01%
+63
2746
$1K ﹤0.01%
+100
2747
$1K ﹤0.01%
+17
2748
$1K ﹤0.01%
+17
2749
$1K ﹤0.01%
+18
2750
$1K ﹤0.01%
+10
108 109
110
111 112