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
2251
$4K ﹤0.01%
+60
2252
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+74
2253
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+120
2254
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+240
2255
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+38
2256
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+32
2257
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+354
2258
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+203
2259
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+188
2260
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+144
2261
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+267
2262
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+496
2263
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+400
2264
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+625
2265
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2266
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+52
2267
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+110
2268
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2269
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+874
2270
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+771
2271
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+94
2272
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+143
2273
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+202
2274
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+227
2275
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+29