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
1476
$32K ﹤0.01%
+834
1477
$32K ﹤0.01%
+558
1478
$32K ﹤0.01%
+219
1479
$32K ﹤0.01%
+500
1480
$32K ﹤0.01%
+850
1481
$32K ﹤0.01%
+4,315
1482
$32K ﹤0.01%
+2,461
1483
$32K ﹤0.01%
+1,521
1484
$31K ﹤0.01%
+865
1485
$31K ﹤0.01%
+245
1486
$31K ﹤0.01%
+2,000
1487
$31K ﹤0.01%
+710
1488
$31K ﹤0.01%
+1,400
1489
$31K ﹤0.01%
+859
1490
$31K ﹤0.01%
+334
1491
$31K ﹤0.01%
+1,146
1492
$30K ﹤0.01%
+1,997
1493
$30K ﹤0.01%
+547
1494
$30K ﹤0.01%
+6,594
1495
$30K ﹤0.01%
+1,144
1496
$30K ﹤0.01%
+800
1497
$30K ﹤0.01%
+297
1498
$30K ﹤0.01%
+1,496
1499
$30K ﹤0.01%
+1,088
1500
$30K ﹤0.01%
+804
58 59
60
61 62