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
501
$468K 0.03%
+5,310
502
$465K 0.03%
+9,250
503
$465K 0.03%
+11,570
504
$462K 0.03%
+23,097
505
$458K 0.03%
+6,208
506
$457K 0.03%
+15,798
507
$454K 0.03%
+34,472
508
$454K 0.03%
+16,545
509
$454K 0.03%
+6,221
510
$449K 0.03%
+14,108
511
$448K 0.03%
+17,441
512
$445K 0.03%
+14,049
513
$443K 0.03%
+15,820
514
$442K 0.03%
+7,827
515
$437K 0.03%
+3,657
516
$436K 0.03%
+975
517
$434K 0.03%
+727
518
$434K 0.03%
+8,347
519
$430K 0.03%
+3,818
520
$427K 0.03%
+5,703
521
$427K 0.03%
+4,784
522
$422K 0.03%
+7,153
523
$421K 0.03%
+2,427
524
$421K 0.03%
+6,030
525
$417K 0.03%
+4,844
19 20
21
22 23