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
1701
$18K ﹤0.01%
+271
1702
$18K ﹤0.01%
+849
1703
$18K ﹤0.01%
+252
1704
$18K ﹤0.01%
+1,160
1705
$18K ﹤0.01%
+650
1706
$18K ﹤0.01%
+458
1707
$18K ﹤0.01%
+641
1708
$18K ﹤0.01%
+549
1709
$18K ﹤0.01%
+994
1710
$18K ﹤0.01%
+248
1711
$18K ﹤0.01%
+229
1712
$18K ﹤0.01%
+284
1713
$18K ﹤0.01%
+800
1714
$18K ﹤0.01%
+176
1715
$18K ﹤0.01%
+800
1716
$18K ﹤0.01%
+800
1717
$18K ﹤0.01%
+426
1718
$18K ﹤0.01%
+247
1719
$18K ﹤0.01%
+129
1720
$17K ﹤0.01%
+129
1721
$17K ﹤0.01%
+194
1722
$17K ﹤0.01%
+398
1723
$17K ﹤0.01%
+350
1724
$17K ﹤0.01%
+330
1725
$17K ﹤0.01%
+220
67 68
69
70 71