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
276
$1.11M 0.07%
+13,755
277
$1.11M 0.07%
+21,353
278
$1.1M 0.07%
+35,632
279
$1.09M 0.07%
+53,316
280
$1.09M 0.07%
+34,246
281
$1.09M 0.07%
+61,175
282
$1.08M 0.07%
+26,399
283
$1.07M 0.07%
+17,848
284
$1.07M 0.07%
+14,093
285
$1.07M 0.07%
+14,491
286
$1.06M 0.07%
+10,316
287
$1.06M 0.07%
+20,971
288
$1.05M 0.07%
+44,480
289
$1.05M 0.07%
+13,611
290
$1.05M 0.07%
+8,273
291
$1.04M 0.07%
+5,423
292
$1.03M 0.07%
+25,574
293
$1.02M 0.07%
+22,442
294
$1.02M 0.07%
+6,901
295
$1.01M 0.07%
+7,793
296
$1.01M 0.07%
+6,553
297
$1M 0.07%
+110,118
298
$1M 0.07%
+30,221
299
$984K 0.07%
+19,819
300
$983K 0.07%
+17,436
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