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
1776
$15K ﹤0.01%
+2,000
1777
$15K ﹤0.01%
+346
1778
$15K ﹤0.01%
+364
1779
$15K ﹤0.01%
+475
1780
$15K ﹤0.01%
+2,000
1781
$15K ﹤0.01%
+208
1782
$15K ﹤0.01%
+628
1783
$15K ﹤0.01%
+500
1784
$15K ﹤0.01%
+656
1785
$15K ﹤0.01%
+584
1786
$15K ﹤0.01%
+24,500
1787
$15K ﹤0.01%
+107
1788
$15K ﹤0.01%
+1,070
1789
$15K ﹤0.01%
+126
1790
$15K ﹤0.01%
+1,900
1791
$14K ﹤0.01%
+226
1792
$14K ﹤0.01%
+71
1793
$14K ﹤0.01%
+500
1794
$14K ﹤0.01%
+4,100
1795
$14K ﹤0.01%
+258
1796
$14K ﹤0.01%
+550
1797
$14K ﹤0.01%
+635
1798
$14K ﹤0.01%
+3,660
1799
$14K ﹤0.01%
+600
1800
$14K ﹤0.01%
+625
70 71
72
73 74