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
1351
$44K ﹤0.01%
+540
1352
$44K ﹤0.01%
+597
1353
$44K ﹤0.01%
+2,044
1354
$43K ﹤0.01%
+964
1355
$43K ﹤0.01%
+2,411
1356
$43K ﹤0.01%
+1,005
1357
$43K ﹤0.01%
+1,262
1358
$43K ﹤0.01%
+1,161
1359
$43K ﹤0.01%
+3,402
1360
$43K ﹤0.01%
+805
1361
$43K ﹤0.01%
+356
1362
$43K ﹤0.01%
+282
1363
$43K ﹤0.01%
+367
1364
$43K ﹤0.01%
+161
1365
$42K ﹤0.01%
+1,754
1366
$42K ﹤0.01%
+180
1367
$42K ﹤0.01%
+69,134
1368
$42K ﹤0.01%
+1,629
1369
$42K ﹤0.01%
+561
1370
$42K ﹤0.01%
+1,624
1371
$42K ﹤0.01%
+5,300
1372
$42K ﹤0.01%
+776
1373
$42K ﹤0.01%
+425
1374
$42K ﹤0.01%
+175
1375
$42K ﹤0.01%
+944
53 54
55
56 57