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
2851
$0 ﹤0.01%
+1,010
2852
$0 ﹤0.01%
+303
2853
$0 ﹤0.01%
+600
2854
$0 ﹤0.01%
+4,058
2855
– –
0
2856
– –
0
2857
$0 ﹤0.01%
+1
2858
– –
0
2859
$0 ﹤0.01%
+4
2860
$0 ﹤0.01%
+100
2861
– –
0
2862
$0 ﹤0.01%
+500
2863
$0 ﹤0.01%
+19
2864
$0 ﹤0.01%
+5,300
2865
– –
0
2866
$0 ﹤0.01%
+3
2867
– –
0
2868
$0 ﹤0.01%
+266
2869
– –
0
2870
$0 ﹤0.01%
+20
2871
$0 ﹤0.01%
+67
2872
– –
0
2873
– –
0
2874
$0 ﹤0.01%
+277
2875
– –
0
113 114
115
116 117