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
2076
$7K ﹤0.01%
+604
2077
$7K ﹤0.01%
+690
2078
$7K ﹤0.01%
+309
2079
$7K ﹤0.01%
+500
2080
$7K ﹤0.01%
+108
2081
$7K ﹤0.01%
+77
2082
$7K ﹤0.01%
+454
2083
$7K ﹤0.01%
+119
2084
$7K ﹤0.01%
+14
2085
$7K ﹤0.01%
+50
2086
$7K ﹤0.01%
+82
2087
$7K ﹤0.01%
+418
2088
$7K ﹤0.01%
+256
2089
$7K ﹤0.01%
+208
2090
$7K ﹤0.01%
+736
2091
$7K ﹤0.01%
+113
2092
$7K ﹤0.01%
+200
2093
$7K ﹤0.01%
+69
2094
$7K ﹤0.01%
+291
2095
$7K ﹤0.01%
+1,182
2096
$7K ﹤0.01%
+300
2097
$7K ﹤0.01%
+108
2098
$7K ﹤0.01%
+127
2099
$7K ﹤0.01%
+272
2100
$7K ﹤0.01%
+371