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
576
$338K 0.02%
+2,709
577
$336K 0.02%
+8,020
578
$334K 0.02%
+10,798
579
$332K 0.02%
+2,174
580
$332K 0.02%
+4,749
581
$332K 0.02%
+5,381
582
$331K 0.02%
+14,705
583
$331K 0.02%
+3,200
584
$330K 0.02%
+23,102
585
$329K 0.02%
+14,629
586
$329K 0.02%
+13,194
587
$327K 0.02%
+3,766
588
$327K 0.02%
+3,438
589
$326K 0.02%
+15,454
590
$325K 0.02%
+2,141
591
$324K 0.02%
+8,666
592
$323K 0.02%
+2,265
593
$322K 0.02%
+6,107
594
$321K 0.02%
+1,576
595
$319K 0.02%
+3,847
596
$319K 0.02%
+6,840
597
$319K 0.02%
+4,063
598
$318K 0.02%
+5,140
599
$316K 0.02%
+294
600
$316K 0.02%
+3,971
22 23
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