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
2751
$1K ﹤0.01%
+329
2752
$1K ﹤0.01%
+25
2753
$1K ﹤0.01%
+50
2754
$1K ﹤0.01%
+39
2755
$1K ﹤0.01%
+169
2756
$1K ﹤0.01%
+668
2757
$1K ﹤0.01%
+578
2758
$1K ﹤0.01%
+48
2759
$1K ﹤0.01%
+1,620
2760
$1K ﹤0.01%
+40
2761
$1K ﹤0.01%
+150
2762
$1K ﹤0.01%
+108
2763
$1K ﹤0.01%
+38
2764
$1K ﹤0.01%
+300
2765
$1K ﹤0.01%
+81
2766
$1K ﹤0.01%
+81
2767
$1K ﹤0.01%
+73
2768
$1K ﹤0.01%
+18
2769
$1K ﹤0.01%
+20,000
2770
– –
0
2771
– –
0
2772
$0 ﹤0.01%
+44
2773
$0 ﹤0.01%
+6
2774
– –
0
2775
– –
0
109 110
111
112 113