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
2001
$9K ﹤0.01%
+3,830
2002
$9K ﹤0.01%
+300
2003
$9K ﹤0.01%
+672
2004
$9K ﹤0.01%
+178
2005
$9K ﹤0.01%
+269
2006
$9K ﹤0.01%
+236
2007
$9K ﹤0.01%
+348
2008
$9K ﹤0.01%
+170
2009
$9K ﹤0.01%
+148
2010
$9K ﹤0.01%
+200
2011
$9K ﹤0.01%
+243
2012
$9K ﹤0.01%
+63
2013
$9K ﹤0.01%
+778
2014
$9K ﹤0.01%
+123
2015
$9K ﹤0.01%
+45
2016
$9K ﹤0.01%
+235
2017
$9K ﹤0.01%
+30
2018
$9K ﹤0.01%
+767
2019
$9K ﹤0.01%
+1,000
2020
$9K ﹤0.01%
+315
2021
$9K ﹤0.01%
+220
2022
$8K ﹤0.01%
+242
2023
$8K ﹤0.01%
+175
2024
$8K ﹤0.01%
+273
2025
$8K ﹤0.01%
+600
79 80
81
82 83