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
2176
$5K ﹤0.01%
+330
2177
$5K ﹤0.01%
+390
2178
$5K ﹤0.01%
+72
2179
$5K ﹤0.01%
+86
2180
$5K ﹤0.01%
+125
2181
$5K ﹤0.01%
+100
2182
$5K ﹤0.01%
+140
2183
$5K ﹤0.01%
+375
2184
$5K ﹤0.01%
+50
2185
$5K ﹤0.01%
+108
2186
$5K ﹤0.01%
+537
2187
$5K ﹤0.01%
+100
2188
$5K ﹤0.01%
+170
2189
$5K ﹤0.01%
+119
2190
$5K ﹤0.01%
+500
2191
$5K ﹤0.01%
+300
2192
$5K ﹤0.01%
+100
2193
$5K ﹤0.01%
+102
2194
$5K ﹤0.01%
+202
2195
$5K ﹤0.01%
+100
2196
$5K ﹤0.01%
+750
2197
$5K ﹤0.01%
+100
2198
$5K ﹤0.01%
+1,436
2199
$5K ﹤0.01%
+300
2200
$5K ﹤0.01%
+200
86 87
88
89 90