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
2051
$8K ﹤0.01%
+14
2052
$8K ﹤0.01%
+1,000
2053
$8K ﹤0.01%
+269
2054
$8K ﹤0.01%
+100
2055
$8K ﹤0.01%
+185
2056
$8K ﹤0.01%
+199
2057
$8K ﹤0.01%
+148
2058
$8K ﹤0.01%
+430
2059
$8K ﹤0.01%
+47
2060
$8K ﹤0.01%
+2,740
2061
$7K ﹤0.01%
+202
2062
$7K ﹤0.01%
+202
2063
$7K ﹤0.01%
+441
2064
$7K ﹤0.01%
+119
2065
$7K ﹤0.01%
+120
2066
$7K ﹤0.01%
+327
2067
$7K ﹤0.01%
+84
2068
$7K ﹤0.01%
+140
2069
$7K ﹤0.01%
+153
2070
$7K ﹤0.01%
+93
2071
$7K ﹤0.01%
+350
2072
$7K ﹤0.01%
+80
2073
$7K ﹤0.01%
+3,400
2074
$7K ﹤0.01%
+1,324
2075
$7K ﹤0.01%
+120