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
1526
$28K ﹤0.01%
+1,034
1527
$28K ﹤0.01%
+605
1528
$28K ﹤0.01%
+1,425
1529
$28K ﹤0.01%
+148
1530
$28K ﹤0.01%
+1,107
1531
$28K ﹤0.01%
+1,194
1532
$28K ﹤0.01%
+1,092
1533
$28K ﹤0.01%
+449
1534
$27K ﹤0.01%
+2,372
1535
$27K ﹤0.01%
+386
1536
$27K ﹤0.01%
+232
1537
$27K ﹤0.01%
+1,712
1538
$27K ﹤0.01%
+12,000
1539
$27K ﹤0.01%
+200
1540
$27K ﹤0.01%
+400
1541
$27K ﹤0.01%
+478
1542
$27K ﹤0.01%
+200
1543
$26K ﹤0.01%
+3,289
1544
$26K ﹤0.01%
+114
1545
$26K ﹤0.01%
+880
1546
$26K ﹤0.01%
+375
1547
$26K ﹤0.01%
+1,250
1548
$26K ﹤0.01%
+2,627
1549
$26K ﹤0.01%
+2,568
1550
$26K ﹤0.01%
+450
60 61
62
63 64