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
2176
$5K ﹤0.01%
+140
2177
$5K ﹤0.01%
+375
2178
$5K ﹤0.01%
+537
2179
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+100
2180
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+170
2181
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+119
2182
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+300
2183
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+200
2184
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+14
2185
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+500
2186
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+54
2187
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+141
2188
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+280
2189
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+238
2190
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+275
2191
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+120
2192
$5K ﹤0.01%
+533
2193
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+226
2194
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+79
2195
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+500
2196
$5K ﹤0.01%
+100
2197
$5K ﹤0.01%
+79
2198
$5K ﹤0.01%
+100
2199
$5K ﹤0.01%
+162
2200
$5K ﹤0.01%
+120
86 87
88
89 90