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
2851
$0 ﹤0.01%
+10
2852
$0 ﹤0.01%
+14
2853
$0 ﹤0.01%
+10,000
2854
– –
0
2855
– –
0
2856
– –
0
2857
– –
0
2858
– –
0
2859
– –
0
2860
$0 ﹤0.01%
+44
2861
$0 ﹤0.01%
+6
2862
– –
0
2863
$0 ﹤0.01%
+47
2864
– –
0
2865
$0 ﹤0.01%
+3
2866
$0 ﹤0.01%
+15,000
2867
$0 ﹤0.01%
+1
2868
$0 ﹤0.01%
+27
2869
– –
0
2870
– –
0
2871
– –
0
2872
– –
0
2873
– –
0
2874
– –
0
2875
– –
0
113 114
115
116 117