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
1626
$22K ﹤0.01%
+135
1627
$22K ﹤0.01%
+282
1628
$22K ﹤0.01%
+591
1629
$22K ﹤0.01%
+852
1630
$22K ﹤0.01%
+888
1631
$22K ﹤0.01%
+643
1632
$21K ﹤0.01%
+118
1633
$21K ﹤0.01%
+273
1634
$21K ﹤0.01%
+1,517
1635
$21K ﹤0.01%
+25
1636
$21K ﹤0.01%
+712
1637
$21K ﹤0.01%
+314
1638
$21K ﹤0.01%
+408
1639
$21K ﹤0.01%
+1,080
1640
$21K ﹤0.01%
+570
1641
$21K ﹤0.01%
+643
1642
$21K ﹤0.01%
+161
1643
$21K ﹤0.01%
+3,129
1644
$21K ﹤0.01%
+71
1645
$21K ﹤0.01%
+2,200
1646
$21K ﹤0.01%
+1,000
1647
$21K ﹤0.01%
+405
1648
$21K ﹤0.01%
+398
1649
$21K ﹤0.01%
+455
1650
$20K ﹤0.01%
+405
64 65
66
67 68