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
1676
$20K ﹤0.01%
+847
1677
$19K ﹤0.01%
+556
1678
$19K ﹤0.01%
+365
1679
$19K ﹤0.01%
+36
1680
$19K ﹤0.01%
+210
1681
$19K ﹤0.01%
+1,201
1682
$19K ﹤0.01%
+212
1683
$19K ﹤0.01%
+331
1684
$19K ﹤0.01%
+345
1685
$19K ﹤0.01%
+160
1686
$19K ﹤0.01%
+361
1687
$19K ﹤0.01%
+99
1688
$19K ﹤0.01%
+1,000
1689
$19K ﹤0.01%
+862
1690
$19K ﹤0.01%
+289
1691
$19K ﹤0.01%
+630
1692
$19K ﹤0.01%
+319
1693
$19K ﹤0.01%
+405
1694
$19K ﹤0.01%
+290
1695
$19K ﹤0.01%
+686
1696
$19K ﹤0.01%
+805
1697
$19K ﹤0.01%
+500
1698
$18K ﹤0.01%
+734
1699
$18K ﹤0.01%
+900
1700
$18K ﹤0.01%
+314
66 67
68
69 70