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
1901
$11K ﹤0.01%
+1,004
1902
$11K ﹤0.01%
+520
1903
$11K ﹤0.01%
+866
1904
$11K ﹤0.01%
+517
1905
$11K ﹤0.01%
+184
1906
$11K ﹤0.01%
+1,192
1907
$11K ﹤0.01%
+209
1908
$11K ﹤0.01%
+253
1909
$11K ﹤0.01%
+538
1910
$11K ﹤0.01%
+144
1911
$11K ﹤0.01%
+185
1912
$11K ﹤0.01%
+411
1913
$11K ﹤0.01%
+531
1914
$11K ﹤0.01%
+2,417
1915
$11K ﹤0.01%
+461
1916
$11K ﹤0.01%
+220
1917
$11K ﹤0.01%
+400
1918
$11K ﹤0.01%
+173
1919
$11K ﹤0.01%
+42
1920
$11K ﹤0.01%
+119
1921
$11K ﹤0.01%
+135
1922
$11K ﹤0.01%
+960
1923
$11K ﹤0.01%
+408
1924
$11K ﹤0.01%
+172
1925
$11K ﹤0.01%
+356
75 76
77
78 79