IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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 3.46%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.49M 0.1%
+47,850
227
$1.47M 0.1%
+53,359
228
$1.46M 0.1%
+17,206
229
$1.45M 0.1%
+40,677
230
$1.44M 0.1%
+5,641
231
$1.43M 0.1%
+24,173
232
$1.42M 0.1%
+31,989
233
$1.41M 0.09%
+16,483
234
$1.41M 0.09%
+13,338
235
$1.4M 0.09%
+14,826
236
$1.4M 0.09%
+14,689
237
$1.4M 0.09%
+11,042
238
$1.39M 0.09%
+38,306
239
$1.37M 0.09%
+16,733
240
$1.37M 0.09%
+6,433
241
$1.37M 0.09%
+30,614
242
$1.37M 0.09%
+40,181
243
$1.36M 0.09%
+23,115
244
$1.35M 0.09%
+49,357
245
$1.35M 0.09%
+9,077
246
$1.33M 0.09%
+16,707
247
$1.33M 0.09%
+46,474
248
$1.33M 0.09%
+3,595
249
$1.32M 0.09%
+71,425
250
$1.31M 0.09%
+10,277
8 9
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