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
401
$678K 0.05%
+25,610
402
$678K 0.05%
+18,056
403
$675K 0.05%
+11,634
404
$672K 0.05%
+7,323
405
$669K 0.04%
+7,765
406
$669K 0.04%
+5,230
407
$669K 0.04%
+8,154
408
$660K 0.04%
+3,368
409
$657K 0.04%
+24,885
410
$657K 0.04%
+28,554
411
$656K 0.04%
+16,648
412
$654K 0.04%
+10,292
413
$651K 0.04%
+7,739
414
$651K 0.04%
+21,996
415
$651K 0.04%
+20,910
416
$650K 0.04%
+10,856
417
$648K 0.04%
+78,207
418
$647K 0.04%
+8,437
419
$646K 0.04%
+6,873
420
$644K 0.04%
+23,919
421
$643K 0.04%
+7,242
422
$639K 0.04%
+148,160
423
$639K 0.04%
+10,568
424
$638K 0.04%
+6,931
425
$634K 0.04%
+12,803
15 16
17
18 19