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
2551
$2K ﹤0.01%
+1,320
2552
$2K ﹤0.01%
+271
2553
$2K ﹤0.01%
+300
2554
$2K ﹤0.01%
+55
2555
$2K ﹤0.01%
+230
2556
$2K ﹤0.01%
+100
2557
$2K ﹤0.01%
+102
2558
$2K ﹤0.01%
+285
2559
$2K ﹤0.01%
+34
2560
$2K ﹤0.01%
+81
2561
$2K ﹤0.01%
+700
2562
$2K ﹤0.01%
+101
2563
$2K ﹤0.01%
+83
2564
$2K ﹤0.01%
+200
2565
$2K ﹤0.01%
+500
2566
$2K ﹤0.01%
+93
2567
$2K ﹤0.01%
+26
2568
$2K ﹤0.01%
+177
2569
$1K ﹤0.01%
+9,600
2570
$1K ﹤0.01%
+28
2571
$1K ﹤0.01%
+200
2572
$1K ﹤0.01%
+112
2573
$1K ﹤0.01%
+4
2574
$1K ﹤0.01%
+119
2575
$1K ﹤0.01%
+50
101 102
103
104 105