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
2326
$3K ﹤0.01%
+74
2327
$3K ﹤0.01%
+76
2328
$3K ﹤0.01%
+23
2329
$3K ﹤0.01%
+70
2330
$3K ﹤0.01%
+152
2331
$3K ﹤0.01%
+271
2332
$3K ﹤0.01%
+8,730
2333
$3K ﹤0.01%
+73
2334
$3K ﹤0.01%
+60
2335
$3K ﹤0.01%
+148
2336
$3K ﹤0.01%
+200
2337
$3K ﹤0.01%
+113
2338
$3K ﹤0.01%
+108
2339
$3K ﹤0.01%
+107
2340
$3K ﹤0.01%
+100
2341
$3K ﹤0.01%
+250
2342
$3K ﹤0.01%
+115
2343
$3K ﹤0.01%
+140
2344
$3K ﹤0.01%
+112
2345
$3K ﹤0.01%
+32
2346
$3K ﹤0.01%
+51
2347
$3K ﹤0.01%
+69
2348
$3K ﹤0.01%
+37
2349
$3K ﹤0.01%
+714
2350
$3K ﹤0.01%
+68
92 93
94
95 96