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
3001
$0 ﹤0.01%
+53
3002
$0 ﹤0.01%
+100
3003
– –
0
3004
$0 ﹤0.01%
+4
3005
– –
0
3006
– –
0
3007
– –
0
3008
– –
0
3009
$0 ﹤0.01%
+40
3010
$0 ﹤0.01%
+628
3011
– –
0
3012
– –
0
3013
$0 ﹤0.01%
+4
3014
– –
0
3015
– –
0
3016
– –
0
3017
– –
0
3018
– –
0
3019
– –
0
3020
– –
0
3021
– –
0
3022
$0 ﹤0.01%
+4
3023
– –
0
3024
$0 ﹤0.01%
+156
3025
$0 ﹤0.01%
+69,527
119 120
121
122 123