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
801
$162K 0.01%
+1,443
802
$162K 0.01%
+2,769
803
$161K 0.01%
+8,455
804
$160K 0.01%
+660
805
$160K 0.01%
+3,115
806
$160K 0.01%
+4,369
807
$159K 0.01%
+2,848
808
$159K 0.01%
+6,676
809
$159K 0.01%
+9,914
810
$159K 0.01%
+1,610
811
$159K 0.01%
+2,172
812
$158K 0.01%
+2,662
813
$158K 0.01%
+4,448
814
$158K 0.01%
+3,420
815
$158K 0.01%
+3,018
816
$157K 0.01%
+5,335
817
$156K 0.01%
+3,598
818
$156K 0.01%
+3,153
819
$156K 0.01%
+10,296
820
$156K 0.01%
+2,924
821
$156K 0.01%
+1,537
822
$155K 0.01%
+2,776
823
$154K 0.01%
+2,073
824
$154K 0.01%
+3,894
825
$154K 0.01%
+6,199
31 32
33
34 35