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
2351
$3K ﹤0.01%
+55
2352
$3K ﹤0.01%
+138
2353
$3K ﹤0.01%
+52
2354
$3K ﹤0.01%
+76
2355
$3K ﹤0.01%
+135
2356
$3K ﹤0.01%
+92
2357
$3K ﹤0.01%
+163
2358
$3K ﹤0.01%
+252
2359
$3K ﹤0.01%
+95
2360
$3K ﹤0.01%
+87
2361
$3K ﹤0.01%
+38
2362
$3K ﹤0.01%
+50
2363
$3K ﹤0.01%
+205
2364
$3K ﹤0.01%
+26
2365
$3K ﹤0.01%
+147
2366
$3K ﹤0.01%
+50
2367
$3K ﹤0.01%
+100
2368
$3K ﹤0.01%
+41
2369
$3K ﹤0.01%
+165
2370
$3K ﹤0.01%
+20
2371
$3K ﹤0.01%
+69
2372
$3K ﹤0.01%
+26
2373
$3K ﹤0.01%
+17
2374
$3K ﹤0.01%
+31
2375
$3K ﹤0.01%
+1,061
93 94
95
96 97