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
2276
$4K ﹤0.01%
+76
2277
$4K ﹤0.01%
+200
2278
$4K ﹤0.01%
+285
2279
$4K ﹤0.01%
+46
2280
$4K ﹤0.01%
+477
2281
$4K ﹤0.01%
+40
2282
$4K ﹤0.01%
+100
2283
$4K ﹤0.01%
+103
2284
$4K ﹤0.01%
+500
2285
$4K ﹤0.01%
+385
2286
$4K ﹤0.01%
+100
2287
$4K ﹤0.01%
+66
2288
$4K ﹤0.01%
+1,500
2289
$4K ﹤0.01%
+243
2290
– –
0
2291
$4K ﹤0.01%
+150
2292
$4K ﹤0.01%
+400
2293
$4K ﹤0.01%
+215
2294
$4K ﹤0.01%
+1,000
2295
$4K ﹤0.01%
+130
2296
$4K ﹤0.01%
+1,005
2297
$4K ﹤0.01%
+102
2298
$4K ﹤0.01%
+1,023
2299
$4K ﹤0.01%
+600
2300
$4K ﹤0.01%
+103
90 91
92
93 94