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
2101
$7K ﹤0.01%
+200
2102
$7K ﹤0.01%
+69
2103
$7K ﹤0.01%
+291
2104
$7K ﹤0.01%
+1,182
2105
$7K ﹤0.01%
+300
2106
$7K ﹤0.01%
+195
2107
$7K ﹤0.01%
+200
2108
$7K ﹤0.01%
+195
2109
$7K ﹤0.01%
+205
2110
$7K ﹤0.01%
+39
2111
$7K ﹤0.01%
+2,417
2112
$6K ﹤0.01%
+244
2113
$6K ﹤0.01%
+160
2114
$6K ﹤0.01%
+321
2115
$6K ﹤0.01%
+168
2116
$6K ﹤0.01%
+55
2117
$6K ﹤0.01%
+75
2118
$6K ﹤0.01%
+819
2119
$6K ﹤0.01%
+70
2120
$6K ﹤0.01%
+121
2121
$6K ﹤0.01%
+69
2122
$6K ﹤0.01%
+140
2123
$6K ﹤0.01%
+270
2124
$6K ﹤0.01%
+319
2125
$6K ﹤0.01%
+265