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
901
$126K 0.01%
+2,555
902
$125K 0.01%
+1,953
903
$125K 0.01%
+1,962
904
$125K 0.01%
+2,550
905
$125K 0.01%
+4,019
906
$125K 0.01%
+1,837
907
$125K 0.01%
+752
908
$124K 0.01%
+7,524
909
$124K 0.01%
+2,820
910
$123K 0.01%
+2,096
911
$123K 0.01%
+24,738
912
$123K 0.01%
+3,806
913
$122K 0.01%
+1,480
914
$122K 0.01%
+564
915
$122K 0.01%
+1,574
916
$122K 0.01%
+1,612
917
$122K 0.01%
+5,020
918
$122K 0.01%
+11,986
919
$121K 0.01%
+4,401
920
$121K 0.01%
+2,954
921
$121K 0.01%
+2,618
922
$121K 0.01%
+2,659
923
$121K 0.01%
+1,529
924
$121K 0.01%
+1,392
925
$121K 0.01%
+2,452
35 36
37
38 39