IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
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
+$32.3M
3
+$30.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$29.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$17.4M

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
1576
$25K ﹤0.01%
+94
1577
$25K ﹤0.01%
+198
1578
$25K ﹤0.01%
+2,394
1579
$25K ﹤0.01%
+986
1580
$25K ﹤0.01%
+191
1581
$25K ﹤0.01%
+1,000
1582
$24K ﹤0.01%
+106
1583
$24K ﹤0.01%
+1,315
1584
$24K ﹤0.01%
+881
1585
$24K ﹤0.01%
+999
1586
$24K ﹤0.01%
+909
1587
$24K ﹤0.01%
+1,960
1588
$24K ﹤0.01%
+9,429
1589
$24K ﹤0.01%
+900
1590
$24K ﹤0.01%
+1,869
1591
$24K ﹤0.01%
+2,025
1592
$24K ﹤0.01%
+816
1593
$24K ﹤0.01%
+250
1594
$24K ﹤0.01%
+620
1595
$24K ﹤0.01%
+107
1596
$24K ﹤0.01%
+950
1597
$24K ﹤0.01%
+360
1598
$24K ﹤0.01%
+235
1599
$24K ﹤0.01%
+212
1600
$24K ﹤0.01%
+11,643
62 63
64
65 66