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
2376
$3K ﹤0.01%
+142
2377
$3K ﹤0.01%
+34
2378
$3K ﹤0.01%
+33
2379
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+116
2380
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+100
2381
$3K ﹤0.01%
+215
2382
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+160
2383
$3K ﹤0.01%
+33
2384
$3K ﹤0.01%
+88
2385
$3K ﹤0.01%
+800
2386
$3K ﹤0.01%
+96
2387
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+41
2388
$3K ﹤0.01%
+601
2389
$3K ﹤0.01%
+61
2390
$3K ﹤0.01%
+47
2391
$3K ﹤0.01%
+50
2392
$3K ﹤0.01%
+74
2393
$3K ﹤0.01%
+209
2394
$3K ﹤0.01%
+113
2395
$3K ﹤0.01%
+66
2396
$3K ﹤0.01%
+530
2397
$3K ﹤0.01%
+78
2398
$3K ﹤0.01%
+50
2399
$3K ﹤0.01%
+372
2400
$3K ﹤0.01%
+66
94 95
96
97 98