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
1901
$11K ﹤0.01%
+209
1902
$11K ﹤0.01%
+253
1903
$11K ﹤0.01%
+538
1904
$11K ﹤0.01%
+144
1905
$11K ﹤0.01%
+185
1906
$11K ﹤0.01%
+411
1907
$11K ﹤0.01%
+531
1908
$11K ﹤0.01%
+2,417
1909
$11K ﹤0.01%
+461
1910
$11K ﹤0.01%
+220
1911
$11K ﹤0.01%
+750
1912
$11K ﹤0.01%
+1,004
1913
$11K ﹤0.01%
+520
1914
$11K ﹤0.01%
+866
1915
$11K ﹤0.01%
+400
1916
$11K ﹤0.01%
+173
1917
$11K ﹤0.01%
+42
1918
$11K ﹤0.01%
+119
1919
$11K ﹤0.01%
+135
1920
$11K ﹤0.01%
+960
1921
$11K ﹤0.01%
+408
1922
$11K ﹤0.01%
+172
1923
$11K ﹤0.01%
+144
1924
$11K ﹤0.01%
+517
1925
$11K ﹤0.01%
+607
75 76
77
78 79