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
2276
$4K ﹤0.01%
+240
2277
$4K ﹤0.01%
+38
2278
$4K ﹤0.01%
+32
2279
$4K ﹤0.01%
+200
2280
$4K ﹤0.01%
+354
2281
$4K ﹤0.01%
+477
2282
$4K ﹤0.01%
+40
2283
$4K ﹤0.01%
+100
2284
$4K ﹤0.01%
+203
2285
$4K ﹤0.01%
+103
2286
$4K ﹤0.01%
+188
2287
$4K ﹤0.01%
+500
2288
$4K ﹤0.01%
+144
2289
$4K ﹤0.01%
+385
2290
$4K ﹤0.01%
+100
2291
$4K ﹤0.01%
+66
2292
$4K ﹤0.01%
+496
2293
$4K ﹤0.01%
+400
2294
$4K ﹤0.01%
+1,005
2295
$4K ﹤0.01%
+102
2296
$4K ﹤0.01%
+600
2297
$4K ﹤0.01%
+103
2298
$4K ﹤0.01%
+1,023
2299
$4K ﹤0.01%
+114
2300
$4K ﹤0.01%
+500
90 91
92
93 94