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
2801
– –
0
2802
$0 ﹤0.01%
+650
2803
– –
0
2804
– –
0
2805
– –
0
2806
– –
0
2807
– –
0
2808
– –
0
2809
– –
0
2810
– –
0
2811
– –
0
2812
– –
0
2813
– –
0
2814
– –
0
2815
– –
0
2816
$0 ﹤0.01%
+666
2817
– –
0
2818
– –
0
2819
– –
0
2820
– –
0
2821
$0 ﹤0.01%
+91
2822
– –
0
2823
– –
0
2824
– –
0
2825
– –
0
111 112
113
114 115