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
476
$508K 0.03%
+18,896
477
$508K 0.03%
+1,956
478
$506K 0.03%
+23,815
479
$503K 0.03%
+20,672
480
$503K 0.03%
+7,800
481
$502K 0.03%
+18,272
482
$501K 0.03%
+26,099
483
$500K 0.03%
+5,697
484
$499K 0.03%
+16,909
485
$495K 0.03%
+26,920
486
$494K 0.03%
+9,162
487
$493K 0.03%
+19,335
488
$492K 0.03%
+2,344
489
$490K 0.03%
+17,128
490
$489K 0.03%
+7,360
491
$488K 0.03%
+20,411
492
$485K 0.03%
+16,020
493
$483K 0.03%
+19,210
494
$482K 0.03%
+18,224
495
$481K 0.03%
+16,036
496
$479K 0.03%
+2,881
497
$476K 0.03%
+2,963
498
$476K 0.03%
+11,012
499
$470K 0.03%
+18,900
500
$470K 0.03%
+11,438
18 19
20
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