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
2701
$1K ﹤0.01%
+40
2702
$1K ﹤0.01%
+28
2703
$1K ﹤0.01%
+100
2704
$1K ﹤0.01%
+70
2705
$1K ﹤0.01%
+5
2706
$1K ﹤0.01%
+191
2707
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+12
2708
$1K ﹤0.01%
+25
2709
$1K ﹤0.01%
+50
2710
$1K ﹤0.01%
+233
2711
$1K ﹤0.01%
+20
2712
$1K ﹤0.01%
+47
2713
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+69
2714
$1K ﹤0.01%
+28
2715
$1K ﹤0.01%
+119
2716
$1K ﹤0.01%
+159
2717
$1K ﹤0.01%
+76
2718
$1K ﹤0.01%
+100
2719
$1K ﹤0.01%
+44
2720
$1K ﹤0.01%
+53
2721
$1K ﹤0.01%
+50
2722
$1K ﹤0.01%
+27
2723
$1K ﹤0.01%
+20
2724
$1K ﹤0.01%
+32
2725
$1K ﹤0.01%
+18