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
2751
$1K ﹤0.01%
+105
2752
$1K ﹤0.01%
+550
2753
$1K ﹤0.01%
+22
2754
$1K ﹤0.01%
+77
2755
$1K ﹤0.01%
+11
2756
$1K ﹤0.01%
+22
2757
$1K ﹤0.01%
+57
2758
$1K ﹤0.01%
+23
2759
$1K ﹤0.01%
+7
2760
$1K ﹤0.01%
+6
2761
$1K ﹤0.01%
+2,000
2762
$1K ﹤0.01%
+18
2763
$1K ﹤0.01%
+41
2764
$1K ﹤0.01%
+73
2765
– –
0
2766
– –
0
2767
$0 ﹤0.01%
+4
2768
– –
0
2769
$0 ﹤0.01%
+156
2770
$0 ﹤0.01%
+69,527
2771
$0 ﹤0.01%
+660
2772
$0 ﹤0.01%
+3,000
2773
$0 ﹤0.01%
+1,350
2774
$0 ﹤0.01%
+50
2775
– –
0
109 110
111
112 113