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
1301
$49K ﹤0.01%
+900
1302
$49K ﹤0.01%
+1,281
1303
$49K ﹤0.01%
+1,503
1304
$49K ﹤0.01%
+2,340
1305
$49K ﹤0.01%
+2,850
1306
$49K ﹤0.01%
+929
1307
$48K ﹤0.01%
+835
1308
$48K ﹤0.01%
+1,064
1309
$48K ﹤0.01%
+316
1310
$48K ﹤0.01%
+1,338
1311
$48K ﹤0.01%
+720
1312
$48K ﹤0.01%
+2,106
1313
$48K ﹤0.01%
+936
1314
$48K ﹤0.01%
+277
1315
$48K ﹤0.01%
+1,952
1316
$48K ﹤0.01%
+859
1317
$47K ﹤0.01%
+1,539
1318
$47K ﹤0.01%
+910
1319
$47K ﹤0.01%
+2,993
1320
$47K ﹤0.01%
+2,460
1321
$47K ﹤0.01%
+4,204
1322
$47K ﹤0.01%
+2,910
1323
$47K ﹤0.01%
+8,500
1324
$47K ﹤0.01%
+1,978
1325
$47K ﹤0.01%
+2,381
51 52
53
54 55