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
2226
$4K ﹤0.01%
+63
2227
$4K ﹤0.01%
+121
2228
$4K ﹤0.01%
+100
2229
$4K ﹤0.01%
+75
2230
$4K ﹤0.01%
+94
2231
$4K ﹤0.01%
+143
2232
$4K ﹤0.01%
+202
2233
$4K ﹤0.01%
+139
2234
$4K ﹤0.01%
+137
2235
$4K ﹤0.01%
+1,500
2236
$4K ﹤0.01%
+243
2237
– –
0
2238
$4K ﹤0.01%
+150
2239
$4K ﹤0.01%
+400
2240
$4K ﹤0.01%
+215
2241
$4K ﹤0.01%
+267
2242
$4K ﹤0.01%
+1,000
2243
$4K ﹤0.01%
+130
2244
$4K ﹤0.01%
+270
2245
$4K ﹤0.01%
+87
2246
$4K ﹤0.01%
+95
2247
$4K ﹤0.01%
+52
2248
$4K ﹤0.01%
+110
2249
$4K ﹤0.01%
+82
2250
$4K ﹤0.01%
+874
88 89
90
91 92