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
2226
$4K ﹤0.01%
+218
2227
$4K ﹤0.01%
+127
2228
$4K ﹤0.01%
+207
2229
$4K ﹤0.01%
+100
2230
$4K ﹤0.01%
+250
2231
$4K ﹤0.01%
+250
2232
$4K ﹤0.01%
+200
2233
$4K ﹤0.01%
+270
2234
$4K ﹤0.01%
+87
2235
$4K ﹤0.01%
+20
2236
$4K ﹤0.01%
+5,200
2237
$4K ﹤0.01%
+22
2238
$4K ﹤0.01%
+500
2239
$4K ﹤0.01%
+63
2240
$4K ﹤0.01%
+139
2241
$4K ﹤0.01%
+137
2242
$4K ﹤0.01%
+31
2243
$4K ﹤0.01%
+121
2244
$4K ﹤0.01%
+100
2245
$4K ﹤0.01%
+75
2246
$4K ﹤0.01%
+31
2247
$4K ﹤0.01%
+127
2248
$4K ﹤0.01%
+106
2249
$4K ﹤0.01%
+111
2250
$4K ﹤0.01%
+174
88 89
90
91 92