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
551
$378K 0.03%
+6,759
552
$378K 0.03%
+14,033
553
$377K 0.03%
+7,156
554
$377K 0.03%
+14,715
555
$376K 0.03%
+2,930
556
$372K 0.02%
+188
557
$367K 0.02%
+2,277
558
$367K 0.02%
+7,699
559
$365K 0.02%
+2,000
560
$363K 0.02%
+7,693
561
$360K 0.02%
+1,520
562
$358K 0.02%
+6,286
563
$358K 0.02%
+8,764
564
$356K 0.02%
+1,550
565
$355K 0.02%
+22,368
566
$351K 0.02%
+5,690
567
$349K 0.02%
+2,098
568
$347K 0.02%
+19,386
569
$347K 0.02%
+13,967
570
$347K 0.02%
+2,350
571
$345K 0.02%
+9,352
572
$344K 0.02%
+18,331
573
$344K 0.02%
+10,700
574
$339K 0.02%
+3,015
575
$339K 0.02%
+14,375
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