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
2401
$3K ﹤0.01%
+165
2402
$3K ﹤0.01%
+17
2403
$3K ﹤0.01%
+142
2404
$3K ﹤0.01%
+34
2405
$3K ﹤0.01%
+33
2406
$3K ﹤0.01%
+100
2407
$3K ﹤0.01%
+215
2408
$3K ﹤0.01%
+41
2409
$3K ﹤0.01%
+113
2410
$3K ﹤0.01%
+66
2411
$3K ﹤0.01%
+78
2412
$3K ﹤0.01%
+66
2413
$3K ﹤0.01%
+50
2414
$3K ﹤0.01%
+343
2415
$3K ﹤0.01%
+74
2416
$3K ﹤0.01%
+76
2417
$3K ﹤0.01%
+400
2418
$3K ﹤0.01%
+86
2419
$3K ﹤0.01%
+45
2420
$3K ﹤0.01%
+200
2421
$3K ﹤0.01%
+200
2422
$3K ﹤0.01%
+73
2423
$3K ﹤0.01%
+230
2424
$3K ﹤0.01%
+100
2425
$3K ﹤0.01%
+305
95 96
97
98 99