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
2376
$3K ﹤0.01%
+30
2377
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+42
2378
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+96
2379
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+29
2380
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2381
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+112
2382
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+32
2383
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+37
2384
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+714
2385
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+68
2386
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2390
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+135
2391
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+92
2392
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2393
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+87
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+38
2395
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+50
2396
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+205
2397
$3K ﹤0.01%
+26
2398
$3K ﹤0.01%
+50
2399
$3K ﹤0.01%
+100
2400
$3K ﹤0.01%
+41
94 95
96
97 98