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
1801
$14K ﹤0.01%
+434
1802
$14K ﹤0.01%
+305
1803
$14K ﹤0.01%
+254
1804
$14K ﹤0.01%
+229
1805
$14K ﹤0.01%
+270
1806
$14K ﹤0.01%
+150
1807
$14K ﹤0.01%
+112
1808
$14K ﹤0.01%
+470
1809
$14K ﹤0.01%
+838
1810
$14K ﹤0.01%
+218
1811
$14K ﹤0.01%
+214
1812
$14K ﹤0.01%
+161
1813
$14K ﹤0.01%
+490
1814
$14K ﹤0.01%
+300
1815
$14K ﹤0.01%
+540
1816
$14K ﹤0.01%
+954
1817
$14K ﹤0.01%
+300
1818
$14K ﹤0.01%
+230
1819
$14K ﹤0.01%
+583
1820
$14K ﹤0.01%
+853
1821
$14K ﹤0.01%
+733
1822
$14K ﹤0.01%
+1
1823
$14K ﹤0.01%
+409
1824
$14K ﹤0.01%
+929
1825
$14K ﹤0.01%
+448
71 72
73
74 75