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
1876
$12K ﹤0.01%
+47
1877
$12K ﹤0.01%
+157
1878
$12K ﹤0.01%
+117
1879
$12K ﹤0.01%
+372
1880
$12K ﹤0.01%
+6,765
1881
$12K ﹤0.01%
+3
1882
$12K ﹤0.01%
+352
1883
$12K ﹤0.01%
+67
1884
$12K ﹤0.01%
+3,317
1885
$12K ﹤0.01%
+2,784
1886
$12K ﹤0.01%
+240
1887
$12K ﹤0.01%
+85
1888
$12K ﹤0.01%
+120
1889
$12K ﹤0.01%
+275
1890
$12K ﹤0.01%
+200
1891
$12K ﹤0.01%
+107
1892
$12K ﹤0.01%
+1,841
1893
$12K ﹤0.01%
+243
1894
$12K ﹤0.01%
+346
1895
$12K ﹤0.01%
+4,629
1896
$12K ﹤0.01%
+2,705
1897
$12K ﹤0.01%
+621
1898
$12K ﹤0.01%
+223
1899
$11K ﹤0.01%
+356
1900
$11K ﹤0.01%
+106
74 75
76
77 78