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
376
$735K 0.05%
+7,446
377
$733K 0.05%
+14,366
378
$732K 0.05%
+15,561
379
$732K 0.05%
+14,374
380
$732K 0.05%
+14,430
381
$730K 0.05%
+6,498
382
$730K 0.05%
+29,007
383
$726K 0.05%
+30,843
384
$720K 0.05%
+15,787
385
$713K 0.05%
+3,918
386
$708K 0.05%
+13,586
387
$705K 0.05%
+9,596
388
$704K 0.05%
+5,742
389
$703K 0.05%
+21,109
390
$700K 0.05%
+5,913
391
$696K 0.05%
+20,157
392
$694K 0.05%
+3,267
393
$690K 0.05%
+12,705
394
$688K 0.05%
+49,429
395
$687K 0.05%
+23,835
396
$683K 0.05%
+5,039
397
$683K 0.05%
+4,751
398
$679K 0.05%
+4,220
399
$679K 0.05%
+12,346
400
$678K 0.05%
+11,210
14 15
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