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
1326
$47K ﹤0.01%
+1,208
1327
$46K ﹤0.01%
+2,410
1328
$46K ﹤0.01%
+3,078
1329
$46K ﹤0.01%
+355
1330
$46K ﹤0.01%
+1,624
1331
$46K ﹤0.01%
+902
1332
$46K ﹤0.01%
+634
1333
$46K ﹤0.01%
+1,799
1334
$46K ﹤0.01%
+1,290
1335
$45K ﹤0.01%
+1,352
1336
$45K ﹤0.01%
+1,206
1337
$45K ﹤0.01%
+2,356
1338
$45K ﹤0.01%
+295
1339
$45K ﹤0.01%
+810
1340
$45K ﹤0.01%
+659
1341
$45K ﹤0.01%
+1,663
1342
$45K ﹤0.01%
+2,646
1343
$44K ﹤0.01%
+3,050
1344
$44K ﹤0.01%
+1,104
1345
$44K ﹤0.01%
+830
1346
$44K ﹤0.01%
+133
1347
$44K ﹤0.01%
+482
1348
$44K ﹤0.01%
+1,483
1349
$44K ﹤0.01%
+894
1350
$44K ﹤0.01%
+403
52 53
54
55 56