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
26
$8.94M 0.6%
+305,526
27
$8.85M 0.59%
+75,198
28
$8.82M 0.59%
+99,917
29
$8.74M 0.59%
+318,344
30
$8.53M 0.57%
+150,896
31
$8.44M 0.57%
+56,083
32
$8.29M 0.56%
+522,396
33
$8.21M 0.55%
+236,539
34
$8.21M 0.55%
+39,628
35
$7.86M 0.53%
+77,228
36
$7.77M 0.52%
+127,840
37
$7.74M 0.52%
+46,881
38
$7.57M 0.51%
+224,387
39
$7.54M 0.5%
+266,715
40
$7.5M 0.5%
+43,089
41
$7.42M 0.5%
+121,865
42
$7.08M 0.47%
+62,535
43
$6.97M 0.47%
+95,145
44
$6.95M 0.47%
+54,001
45
$6.88M 0.46%
+198,557
46
$6.87M 0.46%
+114,218
47
$6.67M 0.45%
+46,757
48
$6.64M 0.44%
+564,780
49
$6.6M 0.44%
+109,623
50
$6.47M 0.43%
+90,499
1
2
3 4 5