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
1676
$20K ﹤0.01%
+600
1677
$19K ﹤0.01%
+1,000
1678
$19K ﹤0.01%
+862
1679
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+289
1680
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+630
1681
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+212
1682
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+319
1683
$19K ﹤0.01%
+556
1684
$19K ﹤0.01%
+36
1685
$19K ﹤0.01%
+210
1686
$19K ﹤0.01%
+1,201
1687
$19K ﹤0.01%
+331
1688
$19K ﹤0.01%
+345
1689
$19K ﹤0.01%
+500
1690
$19K ﹤0.01%
+365
1691
$19K ﹤0.01%
+160
1692
$19K ﹤0.01%
+361
1693
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+99
1694
$19K ﹤0.01%
+405
1695
$19K ﹤0.01%
+290
1696
$19K ﹤0.01%
+686
1697
$19K ﹤0.01%
+805
1698
$18K ﹤0.01%
+800
1699
$18K ﹤0.01%
+800
1700
$18K ﹤0.01%
+252
66 67
68
69 70