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
2401
$3K ﹤0.01%
+50
2402
$3K ﹤0.01%
+400
2403
$3K ﹤0.01%
+86
2404
$3K ﹤0.01%
+45
2405
$3K ﹤0.01%
+200
2406
$3K ﹤0.01%
+39
2407
$3K ﹤0.01%
+150
2408
$3K ﹤0.01%
+47
2409
$3K ﹤0.01%
+200
2410
$3K ﹤0.01%
+73
2411
$3K ﹤0.01%
+230
2412
$3K ﹤0.01%
+100
2413
$3K ﹤0.01%
+305
2414
$3K ﹤0.01%
+385
2415
$3K ﹤0.01%
+109
2416
$3K ﹤0.01%
+12
2417
$3K ﹤0.01%
+73
2418
$3K ﹤0.01%
+54
2419
$3K ﹤0.01%
+635
2420
$3K ﹤0.01%
+145
2421
$3K ﹤0.01%
+1,115
2422
$3K ﹤0.01%
+220
2423
$3K ﹤0.01%
+195
2424
$3K ﹤0.01%
+30
2425
$3K ﹤0.01%
+41
95 96
97
98 99