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
2626
0
2627
$1K ﹤0.01%
+74
2628
$1K ﹤0.01%
+13
2629
$1K ﹤0.01%
+100
2630
$1K ﹤0.01%
+21
2631
$1K ﹤0.01%
+195
2632
$1K ﹤0.01%
+70
2633
$1K ﹤0.01%
+140
2634
$1K ﹤0.01%
+12
2635
$1K ﹤0.01%
+146
2636
$1K ﹤0.01%
+469
2637
$1K ﹤0.01%
+73
2638
$1K ﹤0.01%
+190
2639
$1K ﹤0.01%
+1
2640
$1K ﹤0.01%
+1,000
2641
$1K ﹤0.01%
+31
2642
$1K ﹤0.01%
+81
2643
$1K ﹤0.01%
+18
2644
$1K ﹤0.01%
+18
2645
$1K ﹤0.01%
+9
2646
$1K ﹤0.01%
+104
2647
$1K ﹤0.01%
+11
2648
$1K ﹤0.01%
+16
2649
$1K ﹤0.01%
+400
2650
$1K ﹤0.01%
+198