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
2301
$4K ﹤0.01%
+114
2302
$4K ﹤0.01%
+100
2303
$4K ﹤0.01%
+1,659
2304
$4K ﹤0.01%
+136
2305
$4K ﹤0.01%
+353
2306
$4K ﹤0.01%
+183
2307
$3K ﹤0.01%
+195
2308
$3K ﹤0.01%
+41
2309
$3K ﹤0.01%
+54
2310
$3K ﹤0.01%
+350
2311
$3K ﹤0.01%
+74
2312
$3K ﹤0.01%
+107
2313
$3K ﹤0.01%
+5
2314
$3K ﹤0.01%
+33
2315
$3K ﹤0.01%
+152
2316
$3K ﹤0.01%
+271
2317
$3K ﹤0.01%
+163
2318
$3K ﹤0.01%
+70
2319
$3K ﹤0.01%
+635
2320
$3K ﹤0.01%
+8,730
2321
$3K ﹤0.01%
+135
2322
$3K ﹤0.01%
+126
2323
$3K ﹤0.01%
+66
2324
$3K ﹤0.01%
+38
2325
$3K ﹤0.01%
+169
91 92
93
94 95