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
2451
$2K ﹤0.01%
+38
2452
$2K ﹤0.01%
+390
2453
$2K ﹤0.01%
+62
2454
$2K ﹤0.01%
+100
2455
$2K ﹤0.01%
+60
2456
$2K ﹤0.01%
+91
2457
$2K ﹤0.01%
+82
2458
$2K ﹤0.01%
+27
2459
$2K ﹤0.01%
+120
2460
$2K ﹤0.01%
+204
2461
$2K ﹤0.01%
+21
2462
$2K ﹤0.01%
+181
2463
$2K ﹤0.01%
+40
2464
$2K ﹤0.01%
+96
2465
$2K ﹤0.01%
+43
2466
$2K ﹤0.01%
+12
2467
$2K ﹤0.01%
+52
2468
$2K ﹤0.01%
+100
2469
$2K ﹤0.01%
+60
2470
$2K ﹤0.01%
+200
2471
$2K ﹤0.01%
+130
2472
$2K ﹤0.01%
+51
2473
$2K ﹤0.01%
+110
2474
$2K ﹤0.01%
+31
2475
$2K ﹤0.01%
+100
97 98
99
100 101