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
2151
$6K ﹤0.01%
+375
2152
$6K ﹤0.01%
+241
2153
$6K ﹤0.01%
+1,134
2154
$6K ﹤0.01%
+1,397
2155
$6K ﹤0.01%
+242
2156
$6K ﹤0.01%
+240
2157
$6K ﹤0.01%
+540
2158
$6K ﹤0.01%
+200
2159
$6K ﹤0.01%
+200
2160
$5K ﹤0.01%
+124
2161
– –
0
2162
$5K ﹤0.01%
+244
2163
$5K ﹤0.01%
+250
2164
$5K ﹤0.01%
+74
2165
$5K ﹤0.01%
+91
2166
$5K ﹤0.01%
+50
2167
$5K ﹤0.01%
+108
2168
$5K ﹤0.01%
+242
2169
$5K ﹤0.01%
+627
2170
$5K ﹤0.01%
+374
2171
$5K ﹤0.01%
+300
2172
$5K ﹤0.01%
+330
2173
$5K ﹤0.01%
+390
2174
$5K ﹤0.01%
+72
2175
$5K ﹤0.01%
+102
85 86
87
88 89