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
2301
$4K ﹤0.01%
+100
2302
$4K ﹤0.01%
+1,659
2303
$4K ﹤0.01%
+136
2304
$4K ﹤0.01%
+353
2305
$4K ﹤0.01%
+183
2306
$4K ﹤0.01%
+625
2307
$3K ﹤0.01%
+126
2308
$3K ﹤0.01%
+66
2309
$3K ﹤0.01%
+96
2310
$3K ﹤0.01%
+74
2311
$3K ﹤0.01%
+107
2312
$3K ﹤0.01%
+5
2313
$3K ﹤0.01%
+33
2314
$3K ﹤0.01%
+550
2315
$3K ﹤0.01%
+78
2316
$3K ﹤0.01%
+52
2317
$3K ﹤0.01%
+133
2318
$3K ﹤0.01%
+274
2319
$3K ﹤0.01%
+47
2320
$3K ﹤0.01%
+107
2321
$3K ﹤0.01%
+52
2322
$3K ﹤0.01%
+29
2323
$3K ﹤0.01%
+8
2324
$3K ﹤0.01%
+343
2325
$3K ﹤0.01%
+616
91 92
93
94 95