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
2201
$5K ﹤0.01%
+50
2202
$5K ﹤0.01%
+504
2203
$5K ﹤0.01%
+115
2204
$5K ﹤0.01%
+86
2205
$5K ﹤0.01%
+125
2206
$5K ﹤0.01%
+100
2207
$5K ﹤0.01%
+300
2208
$5K ﹤0.01%
+100
2209
$5K ﹤0.01%
+102
2210
$5K ﹤0.01%
+202
2211
$5K ﹤0.01%
+100
2212
$5K ﹤0.01%
+750
2213
$5K ﹤0.01%
+1,436
2214
$5K ﹤0.01%
+35
2215
$5K ﹤0.01%
+64
2216
$5K ﹤0.01%
+147
2217
$5K ﹤0.01%
+275
2218
$5K ﹤0.01%
+400
2219
$5K ﹤0.01%
+200
2220
$5K ﹤0.01%
+290
2221
$5K ﹤0.01%
+2,400
2222
$5K ﹤0.01%
+202
2223
$5K ﹤0.01%
+59
2224
$5K ﹤0.01%
+268
2225
$4K ﹤0.01%
+148
87 88
89
90 91