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
2151
$6K ﹤0.01%
+132
2152
$6K ﹤0.01%
+540
2153
$6K ﹤0.01%
+321
2154
$6K ﹤0.01%
+200
2155
$6K ﹤0.01%
+200
2156
$6K ﹤0.01%
+347
2157
$6K ﹤0.01%
+420
2158
$6K ﹤0.01%
+44
2159
$6K ﹤0.01%
+223
2160
$5K ﹤0.01%
+102
2161
$5K ﹤0.01%
+79
2162
$5K ﹤0.01%
+79
2163
$5K ﹤0.01%
+100
2164
$5K ﹤0.01%
+162
2165
$5K ﹤0.01%
+120
2166
$5K ﹤0.01%
+50
2167
$5K ﹤0.01%
+504
2168
$5K ﹤0.01%
+147
2169
$5K ﹤0.01%
+280
2170
$5K ﹤0.01%
+115
2171
$5K ﹤0.01%
+242
2172
$5K ﹤0.01%
+627
2173
$5K ﹤0.01%
+374
2174
$5K ﹤0.01%
+91
2175
$5K ﹤0.01%
+300
85 86
87
88 89