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
1751
$16K ﹤0.01%
+568
1752
$16K ﹤0.01%
+432
1753
$16K ﹤0.01%
+504
1754
$16K ﹤0.01%
+623
1755
$16K ﹤0.01%
+750
1756
$16K ﹤0.01%
+750
1757
$16K ﹤0.01%
+238
1758
$16K ﹤0.01%
+612
1759
$16K ﹤0.01%
+399
1760
$16K ﹤0.01%
+25
1761
$16K ﹤0.01%
+315
1762
$16K ﹤0.01%
+158
1763
$16K ﹤0.01%
+291
1764
$16K ﹤0.01%
+434
1765
$16K ﹤0.01%
+1,278
1766
$16K ﹤0.01%
+2,472
1767
$16K ﹤0.01%
+641
1768
$16K ﹤0.01%
+500
1769
$16K ﹤0.01%
+295
1770
$16K ﹤0.01%
+651
1771
$15K ﹤0.01%
+1,209
1772
$15K ﹤0.01%
+238
1773
$15K ﹤0.01%
+425
1774
$15K ﹤0.01%
+2,889
1775
$15K ﹤0.01%
+485
69 70
71
72 73