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
526
$417K 0.03%
+4,617
527
$416K 0.03%
+14,728
528
$410K 0.03%
+8,037
529
$410K 0.03%
+5,957
530
$408K 0.03%
+13,672
531
$406K 0.03%
+12,815
532
$405K 0.03%
+4,425
533
$403K 0.03%
+12,078
534
$403K 0.03%
+8,273
535
$402K 0.03%
+6,449
536
$402K 0.03%
+7,235
537
$402K 0.03%
+15,447
538
$398K 0.03%
+5,980
539
$398K 0.03%
+4,459
540
$397K 0.03%
+17,330
541
$395K 0.03%
+6,898
542
$395K 0.03%
+14,181
543
$389K 0.03%
+4,822
544
$389K 0.03%
+13,580
545
$388K 0.03%
+8,435
546
$385K 0.03%
+4,355
547
$382K 0.03%
+3,352
548
$382K 0.03%
+7,832
549
$380K 0.03%
+2,722
550
$379K 0.03%
+6,238
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