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
2676
$1K ﹤0.01%
+192
2677
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+14
2678
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+10
2679
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+39
2680
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2681
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+30
2682
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+49
2683
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+9
2684
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+75
2685
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+63
2686
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+100
2687
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+1,077
2693
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+10
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+105
2695
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+550
2696
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+22
2697
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+175
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+237
2699
$1K ﹤0.01%
+86
2700
$1K ﹤0.01%
+15