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
1401
$39K ﹤0.01%
+1,579
1402
$38K ﹤0.01%
+1,773
1403
$38K ﹤0.01%
+2,640
1404
$38K ﹤0.01%
+1,115
1405
$38K ﹤0.01%
+785
1406
$38K ﹤0.01%
+500
1407
$38K ﹤0.01%
+1,200
1408
$38K ﹤0.01%
+780
1409
$38K ﹤0.01%
+926
1410
$37K ﹤0.01%
+876
1411
$37K ﹤0.01%
+605
1412
$37K ﹤0.01%
+522
1413
$37K ﹤0.01%
+1,567
1414
$37K ﹤0.01%
+827
1415
$37K ﹤0.01%
+540
1416
$37K ﹤0.01%
+606
1417
$37K ﹤0.01%
+665
1418
$37K ﹤0.01%
+1,099
1419
$36K ﹤0.01%
+2,552
1420
$36K ﹤0.01%
+325
1421
$36K ﹤0.01%
+1,225
1422
$36K ﹤0.01%
+1,100
1423
$36K ﹤0.01%
+775
1424
$36K ﹤0.01%
+1,470
1425
$36K ﹤0.01%
+438
55 56
57
58 59