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
2476
$2K ﹤0.01%
+60
2477
$2K ﹤0.01%
+200
2478
$2K ﹤0.01%
+130
2479
$2K ﹤0.01%
+51
2480
$2K ﹤0.01%
+114
2481
$2K ﹤0.01%
+110
2482
$2K ﹤0.01%
+31
2483
$2K ﹤0.01%
+100
2484
$2K ﹤0.01%
+65
2485
$2K ﹤0.01%
+26
2486
$2K ﹤0.01%
+16
2487
$2K ﹤0.01%
+298
2488
$2K ﹤0.01%
+40
2489
$2K ﹤0.01%
+59
2490
$2K ﹤0.01%
+63
2491
$2K ﹤0.01%
+34
2492
$2K ﹤0.01%
+70
2493
$2K ﹤0.01%
+500
2494
$2K ﹤0.01%
+500
2495
$2K ﹤0.01%
+58
2496
$2K ﹤0.01%
+108
2497
$2K ﹤0.01%
+13
2498
$2K ﹤0.01%
+115
2499
$2K ﹤0.01%
+17
2500
$2K ﹤0.01%
+41
98 99
100
101 102