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
2826
– –
0
2827
– –
0
2828
– –
0
2829
– –
0
2830
$0 ﹤0.01%
+66
2831
– –
0
2832
– –
0
2833
$0 ﹤0.01%
+12
2834
– –
0
2835
– –
0
2836
$0 ﹤0.01%
+12
2837
– –
0
2838
– –
0
2839
– –
0
2840
– –
0
2841
– –
0
2842
– –
0
2843
– –
0
2844
– –
0
2845
– –
0
2846
– –
0
2847
– –
0
2848
– –
0
2849
– –
0
2850
– –
0
112 113
114
115 116