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
1651
$20K ﹤0.01%
+800
1652
$20K ﹤0.01%
+202
1653
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+298
1654
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+396
1655
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+558
1656
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+176
1657
$20K ﹤0.01%
+1,035
1658
$20K ﹤0.01%
+108
1659
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+175
1660
$20K ﹤0.01%
+600
1661
$20K ﹤0.01%
+983
1662
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+173
1663
$20K ﹤0.01%
+160
1664
$20K ﹤0.01%
+478
1665
$20K ﹤0.01%
+540
1666
$20K ﹤0.01%
+362
1667
$20K ﹤0.01%
+500
1668
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+702
1669
$20K ﹤0.01%
+304
1670
$20K ﹤0.01%
+1,350
1671
$20K ﹤0.01%
+704
1672
$20K ﹤0.01%
+191
1673
$20K ﹤0.01%
+661
1674
$20K ﹤0.01%
+350
1675
$20K ﹤0.01%
+254
65 66
67
68 69