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
2801
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2802
$0 ﹤0.01%
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2803
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2804
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2805
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2806
$0 ﹤0.01%
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2807
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2808
$0 ﹤0.01%
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2809
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2810
$0 ﹤0.01%
+67
2811
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2812
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2813
$0 ﹤0.01%
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2814
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2815
$0 ﹤0.01%
+80
2816
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2817
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2818
$0 ﹤0.01%
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2819
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2820
$0 ﹤0.01%
+120
2821
$0 ﹤0.01%
+18
2822
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2823
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2824
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2825
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0
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