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
3026
$0 ﹤0.01%
+660
3027
$0 ﹤0.01%
+3,000
3028
$0 ﹤0.01%
+1,350
3029
$0 ﹤0.01%
+50
3030
– –
0
3031
– –
0
3032
$0 ﹤0.01%
+1
3033
$0 ﹤0.01%
+117
3034
$0 ﹤0.01%
+303
3035
$0 ﹤0.01%
+600
3036
$0 ﹤0.01%
+4,058
3037
– –
0
3038
– –
0
3039
$0 ﹤0.01%
+1
3040
– –
0
3041
$0 ﹤0.01%
+4
3042
$0 ﹤0.01%
+100
3043
– –
0
3044
– –
0
3045
– –
0
3046
$0 ﹤0.01%
+650
3047
$0 ﹤0.01%
+50
3048
$0 ﹤0.01%
+500
3049
$0 ﹤0.01%
+19
3050
$0 ﹤0.01%
+5,300
120 121
122
123 124