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
351
$826K 0.06%
+16,084
352
$816K 0.05%
+10,294
353
$809K 0.05%
+12,119
354
$809K 0.05%
+4,948
355
$808K 0.05%
+16,568
356
$804K 0.05%
+21,072
357
$800K 0.05%
+4,982
358
$797K 0.05%
+8,000
359
$797K 0.05%
+7,067
360
$793K 0.05%
+10,887
361
$793K 0.05%
+7,255
362
$792K 0.05%
+8,704
363
$791K 0.05%
+28,760
364
$788K 0.05%
+4,739
365
$774K 0.05%
+7,256
366
$771K 0.05%
+4,308
367
$766K 0.05%
+14,516
368
$761K 0.05%
+5,597
369
$757K 0.05%
+3,877
370
$755K 0.05%
+5,206
371
$746K 0.05%
+25,139
372
$746K 0.05%
+23,559
373
$742K 0.05%
+14,411
374
$741K 0.05%
+17,878
375
$738K 0.05%
+45,171
13 14
15
16 17