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
251
$1.29M 0.09%
+12,283
252
$1.28M 0.09%
+40,106
253
$1.27M 0.09%
+69,738
254
$1.27M 0.09%
+17,357
255
$1.23M 0.08%
+47,315
256
$1.23M 0.08%
+28,767
257
$1.23M 0.08%
+24,132
258
$1.22M 0.08%
+27,552
259
$1.2M 0.08%
+27,549
260
$1.2M 0.08%
+76,105
261
$1.2M 0.08%
+21,777
262
$1.2M 0.08%
+29,399
263
$1.18M 0.08%
+15,245
264
$1.17M 0.08%
+21,608
265
$1.17M 0.08%
+9,722
266
$1.14M 0.08%
+5,470
267
$1.14M 0.08%
+37,347
268
$1.14M 0.08%
+23,049
269
$1.14M 0.08%
+41,540
270
$1.13M 0.08%
+5,500
271
$1.12M 0.08%
+9,339
272
$1.12M 0.08%
+14,376
273
$1.12M 0.08%
+14,484
274
$1.12M 0.08%
+10,785
275
$1.12M 0.07%
+22,462
9 10
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