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
2776
– –
0
2777
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0
2778
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0
2779
$0 ﹤0.01%
+1,010
2780
$0 ﹤0.01%
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2781
$0 ﹤0.01%
+117
2782
$0 ﹤0.01%
+303
2783
$0 ﹤0.01%
+600
2784
$0 ﹤0.01%
+4,058
2785
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0
2786
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0
2787
$0 ﹤0.01%
+1
2788
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2789
$0 ﹤0.01%
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2790
$0 ﹤0.01%
+100
2791
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2792
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2793
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2794
$0 ﹤0.01%
+650
2795
$0 ﹤0.01%
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2796
$0 ﹤0.01%
+500
2797
$0 ﹤0.01%
+19
2798
$0 ﹤0.01%
+5,300
2799
– –
0
2800
$0 ﹤0.01%
+3
110 111
112
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