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
3576
– –
0
3577
– –
0
3578
– –
0
3579
$0 ﹤0.01%
+8
3580
– –
0
3581
– –
0
3582
– –
0
3583
– –
0
3584
– –
0
3585
– –
0
3586
– –
0
3587
– –
0
3588
– –
0
3589
– –
0
3590
– –
0
3591
– –
0
3592
$0 ﹤0.01%
+48
3593
– –
0
3594
– –
0
3595
– –
0
3596
– –
0
3597
– –
0
3598
$0 ﹤0.01%
+12
3599
– –
0
3600
– –
0
142 143
144
145 146