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
2526
$2K ﹤0.01%
+154
2527
$2K ﹤0.01%
+126
2528
– –
0
2529
$2K ﹤0.01%
+120
2530
$2K ﹤0.01%
+44
2531
$2K ﹤0.01%
+61
2532
$2K ﹤0.01%
+15
2533
$2K ﹤0.01%
+71
2534
$2K ﹤0.01%
+15
2535
$2K ﹤0.01%
+30
2536
$2K ﹤0.01%
+8
2537
$2K ﹤0.01%
+30
2538
$2K ﹤0.01%
+98
2539
$2K ﹤0.01%
+36
2540
$2K ﹤0.01%
+45
2541
$2K ﹤0.01%
+86
2542
$2K ﹤0.01%
+56
2543
$2K ﹤0.01%
+51
2544
$2K ﹤0.01%
+15
2545
$2K ﹤0.01%
+217
2546
$2K ﹤0.01%
+40
2547
$2K ﹤0.01%
+6,667
2548
$2K ﹤0.01%
+68
2549
$2K ﹤0.01%
+11
2550
$2K ﹤0.01%
+100
100 101
102
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