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
2501
$2K ﹤0.01%
+24
2502
$2K ﹤0.01%
+149
2503
$2K ﹤0.01%
+20
2504
$2K ﹤0.01%
+53
2505
$2K ﹤0.01%
+39
2506
$2K ﹤0.01%
+43
2507
$2K ﹤0.01%
+12
2508
$2K ﹤0.01%
+103
2509
$2K ﹤0.01%
+743
2510
$2K ﹤0.01%
+26
2511
$2K ﹤0.01%
+78
2512
$2K ﹤0.01%
+1,000
2513
$2K ﹤0.01%
+129
2514
$2K ﹤0.01%
+114
2515
$2K ﹤0.01%
+60
2516
$2K ﹤0.01%
+90
2517
$2K ﹤0.01%
+104
2518
– –
0
2519
$2K ﹤0.01%
+69
2520
$2K ﹤0.01%
+100
2521
$2K ﹤0.01%
+365
2522
$2K ﹤0.01%
+101
2523
$2K ﹤0.01%
+33
2524
$2K ﹤0.01%
+50
2525
$2K ﹤0.01%
+82
99 100
101
102 103