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
1951
$10K ﹤0.01%
+98
1952
$10K ﹤0.01%
+300
1953
$10K ﹤0.01%
+244
1954
$10K ﹤0.01%
+262
1955
$10K ﹤0.01%
+7,500
1956
$10K ﹤0.01%
+360
1957
$10K ﹤0.01%
+459
1958
$10K ﹤0.01%
+110
1959
$10K ﹤0.01%
+626
1960
$10K ﹤0.01%
+132
1961
$10K ﹤0.01%
+318
1962
$10K ﹤0.01%
+2,279
1963
$10K ﹤0.01%
+111
1964
$10K ﹤0.01%
+2,828
1965
$10K ﹤0.01%
+327
1966
$10K ﹤0.01%
+202
1967
$10K ﹤0.01%
+213
1968
$10K ﹤0.01%
+336
1969
$10K ﹤0.01%
+175
1970
$10K ﹤0.01%
+28
1971
$10K ﹤0.01%
+200
1972
$10K ﹤0.01%
+276
1973
$10K ﹤0.01%
+156
1974
$10K ﹤0.01%
+79
1975
$10K ﹤0.01%
+136
77 78
79
80 81