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
2601
$1K ﹤0.01%
+7
2602
$1K ﹤0.01%
+6
2603
$1K ﹤0.01%
+2,000
2604
$1K ﹤0.01%
+18
2605
$1K ﹤0.01%
+41
2606
$1K ﹤0.01%
+73
2607
$1K ﹤0.01%
+29
2608
$1K ﹤0.01%
+40
2609
$1K ﹤0.01%
+12
2610
$1K ﹤0.01%
+10
2611
$1K ﹤0.01%
+79
2612
$1K ﹤0.01%
+12
2613
$1K ﹤0.01%
+7
2614
$1K ﹤0.01%
+21
2615
$1K ﹤0.01%
+9
2616
$1K ﹤0.01%
+277
2617
$1K ﹤0.01%
+5
2618
$1K ﹤0.01%
+34
2619
$1K ﹤0.01%
+56
2620
$1K ﹤0.01%
+101
2621
$1K ﹤0.01%
+7
2622
$1K ﹤0.01%
+686
2623
$1K ﹤0.01%
+10
2624
$1K ﹤0.01%
+18
2625
$1K ﹤0.01%
+17