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
451
$558K 0.04%
+17,643
452
$558K 0.04%
+5,855
453
$557K 0.04%
+7,111
454
$555K 0.04%
+3,056
455
$552K 0.04%
+2,287
456
$552K 0.04%
+23,833
457
$546K 0.04%
+6,438
458
$546K 0.04%
+3,516
459
$545K 0.04%
+15,180
460
$544K 0.04%
+30,480
461
$541K 0.04%
+25,399
462
$537K 0.04%
+17,483
463
$536K 0.04%
+2,434
464
$536K 0.04%
+12,274
465
$535K 0.04%
+9,676
466
$530K 0.04%
+8,137
467
$529K 0.04%
+19,044
468
$528K 0.04%
+13,642
469
$526K 0.04%
+4,644
470
$521K 0.03%
+7,712
471
$519K 0.03%
+12,262
472
$518K 0.03%
+6,346
473
$518K 0.03%
+2,129
474
$517K 0.03%
+7,541
475
$511K 0.03%
+20,517
17 18
19
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