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
601
$316K 0.02%
+10,570
602
$315K 0.02%
+2,138
603
$314K 0.02%
+15,200
604
$314K 0.02%
+3,667
605
$313K 0.02%
+10,919
606
$313K 0.02%
+5,446
607
$313K 0.02%
+19,615
608
$310K 0.02%
+48,800
609
$306K 0.02%
+2,569
610
$303K 0.02%
+5,868
611
$303K 0.02%
+5,070
612
$302K 0.02%
+2,549
613
$300K 0.02%
+8,004
614
$299K 0.02%
+4,082
615
$297K 0.02%
+4,453
616
$297K 0.02%
+9,991
617
$296K 0.02%
+11,293
618
$296K 0.02%
+1,027
619
$295K 0.02%
+9,425
620
$295K 0.02%
+15,789
621
$295K 0.02%
+8,859
622
$293K 0.02%
+5,403
623
$293K 0.02%
+1,858
624
$292K 0.02%
+6,304
625
$288K 0.02%
+5,265
23 24
25
26 27