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
3226
$0 ﹤0.01%
+3
3227
– –
0
3228
– –
0
3229
– –
0
3230
– –
0
3231
– –
0
3232
– –
0
3233
– –
0
3234
– –
0
3235
– –
0
3236
– –
0
3237
– –
0
3238
$0 ﹤0.01%
+206
3239
$0 ﹤0.01%
+18
3240
$0 ﹤0.01%
+1
3241
– –
0
3242
– –
0
3243
– –
0
3244
$0 ﹤0.01%
+2
3245
– –
0
3246
– –
0
3247
– –
0
3248
– –
0
3249
– –
0
3250
– –
0
128 129
130
131 132