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
1851
$13K ﹤0.01%
+1,500
1852
$13K ﹤0.01%
+489
1853
$13K ﹤0.01%
+329
1854
$13K ﹤0.01%
+3,300
1855
$13K ﹤0.01%
+513
1856
$13K ﹤0.01%
+500
1857
$12K ﹤0.01%
+110
1858
$12K ﹤0.01%
+350
1859
$12K ﹤0.01%
+390
1860
$12K ﹤0.01%
+232
1861
$12K ﹤0.01%
+2,115
1862
$12K ﹤0.01%
+650
1863
$12K ﹤0.01%
+151
1864
$12K ﹤0.01%
+600
1865
$12K ﹤0.01%
+306
1866
$12K ﹤0.01%
+340
1867
$12K ﹤0.01%
+495
1868
$12K ﹤0.01%
+138
1869
$12K ﹤0.01%
+245
1870
$12K ﹤0.01%
+135
1871
$12K ﹤0.01%
+74
1872
$12K ﹤0.01%
+360
1873
$12K ﹤0.01%
+735
1874
$12K ﹤0.01%
+333
1875
$12K ﹤0.01%
+69
73 74
75
76 77