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
2751
$1K ﹤0.01%
+39
2752
$1K ﹤0.01%
+20,000
2753
$1K ﹤0.01%
+200
2754
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+50
2755
$1K ﹤0.01%
+664
2756
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+18
2757
$1K ﹤0.01%
+9
2758
$1K ﹤0.01%
+104
2759
$1K ﹤0.01%
+400
2760
$1K ﹤0.01%
+198
2761
$1K ﹤0.01%
+3
2762
$1K ﹤0.01%
+845
2763
$1K ﹤0.01%
+275
2764
$1K ﹤0.01%
+212
2765
$0 ﹤0.01%
+10,000
2766
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0
2767
– –
0
2768
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0
2769
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0
2770
$0 ﹤0.01%
+44
2771
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0
2772
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2773
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0
2774
– –
0
2775
– –
0
109 110
111
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