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
2426
$3K ﹤0.01%
+54
2427
$3K ﹤0.01%
+350
2428
$3K ﹤0.01%
+38
2429
$3K ﹤0.01%
+42
2430
$3K ﹤0.01%
+169
2431
$3K ﹤0.01%
+135
2432
$2K ﹤0.01%
+81
2433
$2K ﹤0.01%
+700
2434
$2K ﹤0.01%
+101
2435
$2K ﹤0.01%
+83
2436
$2K ﹤0.01%
+200
2437
$2K ﹤0.01%
+500
2438
$2K ﹤0.01%
+58
2439
$2K ﹤0.01%
+114
2440
$2K ﹤0.01%
+53
2441
$2K ﹤0.01%
+56
2442
$2K ﹤0.01%
+106
2443
$2K ﹤0.01%
+69
2444
$2K ﹤0.01%
+26
2445
$2K ﹤0.01%
+177
2446
$2K ﹤0.01%
+78
2447
$2K ﹤0.01%
+93
2448
$2K ﹤0.01%
+39
2449
$2K ﹤0.01%
+85
2450
$2K ﹤0.01%
+35
96 97
98
99 100