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
426
$631K 0.04%
+33,786
427
$629K 0.04%
+5,523
428
$621K 0.04%
+31,674
429
$614K 0.04%
+2,581
430
$612K 0.04%
+6,486
431
$611K 0.04%
+24,265
432
$608K 0.04%
+5,392
433
$608K 0.04%
+9,077
434
$607K 0.04%
+25,677
435
$607K 0.04%
+10,215
436
$602K 0.04%
+31,834
437
$602K 0.04%
+18,981
438
$601K 0.04%
+16,670
439
$598K 0.04%
+2,208
440
$594K 0.04%
+11,136
441
$593K 0.04%
+20,355
442
$580K 0.04%
+15,406
443
$578K 0.04%
+16,416
444
$572K 0.04%
+16,146
445
$572K 0.04%
+11,761
446
$569K 0.04%
+4,591
447
$569K 0.04%
+10,216
448
$569K 0.04%
+20,150
449
$567K 0.04%
+29,846
450
$563K 0.04%
+11,763
16 17
18
19 20