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
301
$978K 0.07%
+6,864
302
$972K 0.07%
+16,252
303
$964K 0.06%
+37,856
304
$958K 0.06%
+14,118
305
$957K 0.06%
+19,849
306
$955K 0.06%
+7,120
307
$953K 0.06%
+37,172
308
$944K 0.06%
+6,034
309
$943K 0.06%
+7,750
310
$941K 0.06%
+7,612
311
$938K 0.06%
+8,332
312
$931K 0.06%
+8,834
313
$925K 0.06%
+34,416
314
$922K 0.06%
+13,236
315
$922K 0.06%
+17,462
316
$922K 0.06%
+5,097
317
$920K 0.06%
+17,513
318
$920K 0.06%
+18,296
319
$919K 0.06%
+29,744
320
$918K 0.06%
+5,572
321
$915K 0.06%
+24,940
322
$912K 0.06%
+16,938
323
$910K 0.06%
+7,364
324
$908K 0.06%
+41,095
325
$907K 0.06%
+8,321
11 12
13
14 15