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
1826
$14K ﹤0.01%
+448
1827
$14K ﹤0.01%
+597
1828
$13K ﹤0.01%
+387
1829
$13K ﹤0.01%
+136
1830
$13K ﹤0.01%
+500
1831
$13K ﹤0.01%
+177
1832
$13K ﹤0.01%
+252
1833
$13K ﹤0.01%
+327
1834
$13K ﹤0.01%
+253
1835
$13K ﹤0.01%
+300
1836
$13K ﹤0.01%
+107
1837
$13K ﹤0.01%
+173
1838
$13K ﹤0.01%
+275
1839
$13K ﹤0.01%
+200
1840
$13K ﹤0.01%
+142
1841
$13K ﹤0.01%
+1,500
1842
$13K ﹤0.01%
+489
1843
$13K ﹤0.01%
+329
1844
$13K ﹤0.01%
+3,300
1845
$13K ﹤0.01%
+945
1846
$13K ﹤0.01%
+416
1847
$13K ﹤0.01%
+647
1848
$13K ﹤0.01%
+37
1849
$13K ﹤0.01%
+548
1850
$13K ﹤0.01%
+360
72 73
74
75 76