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
3101
– –
0
3102
– –
0
3103
– –
0
3104
– –
0
3105
– –
0
3106
– –
0
3107
– –
0
3108
– –
0
3109
– –
0
3110
– –
0
3111
– –
0
3112
– –
0
3113
– –
0
3114
– –
0
3115
– –
0
3116
– –
0
3117
– –
0
3118
– –
0
3119
$0 ﹤0.01%
+214
3120
$0 ﹤0.01%
+16
3121
– –
0
3122
– –
0
3123
– –
0
3124
– –
0
3125
– –
0
123 124
125
126 127