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
1876
$12K ﹤0.01%
+120
1877
$12K ﹤0.01%
+243
1878
$12K ﹤0.01%
+346
1879
$12K ﹤0.01%
+4,629
1880
$12K ﹤0.01%
+223
1881
$12K ﹤0.01%
+650
1882
$12K ﹤0.01%
+306
1883
$12K ﹤0.01%
+340
1884
$12K ﹤0.01%
+495
1885
$12K ﹤0.01%
+138
1886
$12K ﹤0.01%
+245
1887
$12K ﹤0.01%
+3
1888
$12K ﹤0.01%
+352
1889
$12K ﹤0.01%
+390
1890
$12K ﹤0.01%
+232
1891
$12K ﹤0.01%
+2,115
1892
$12K ﹤0.01%
+67
1893
$12K ﹤0.01%
+275
1894
$12K ﹤0.01%
+200
1895
$12K ﹤0.01%
+107
1896
$12K ﹤0.01%
+1,841
1897
$12K ﹤0.01%
+2,705
1898
$12K ﹤0.01%
+621
1899
$11K ﹤0.01%
+106
1900
$11K ﹤0.01%
+750
74 75
76
77 78