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
326
$896K 0.06%
+31,498
327
$893K 0.06%
+4,539
328
$892K 0.06%
+38,347
329
$889K 0.06%
+12,264
330
$886K 0.06%
+30,075
331
$875K 0.06%
+26,132
332
$874K 0.06%
+8,702
333
$871K 0.06%
+3,602
334
$870K 0.06%
+15,660
335
$864K 0.06%
+32,764
336
$864K 0.06%
+11,520
337
$861K 0.06%
+36,378
338
$858K 0.06%
+6,103
339
$855K 0.06%
+12,921
340
$853K 0.06%
+7,816
341
$847K 0.06%
+3,052
342
$846K 0.06%
+21,626
343
$846K 0.06%
+19,182
344
$845K 0.06%
+32,811
345
$845K 0.06%
+46,202
346
$843K 0.06%
+11,507
347
$838K 0.06%
+27,402
348
$837K 0.06%
+7,203
349
$830K 0.06%
+13,413
350
$829K 0.06%
+23,237
12 13
14
15 16