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
626
$288K 0.02%
+10,390
627
$287K 0.02%
+2,653
628
$287K 0.02%
+7,284
629
$286K 0.02%
+3,233
630
$286K 0.02%
+6,565
631
$284K 0.02%
+5,863
632
$283K 0.02%
+2,452
633
$281K 0.02%
+6,231
634
$281K 0.02%
+2,117
635
$279K 0.02%
+14,695
636
$277K 0.02%
+6,708
637
$277K 0.02%
+8,116
638
$275K 0.02%
+7,231
639
$274K 0.02%
+1,081
640
$274K 0.02%
+10,602
641
$273K 0.02%
+8,200
642
$273K 0.02%
+5,448
643
$273K 0.02%
+3,659
644
$272K 0.02%
+2,305
645
$270K 0.02%
+1,402
646
$269K 0.02%
+3,536
647
$269K 0.02%
+6,612
648
$269K 0.02%
+1,812
649
$269K 0.02%
+12,661
650
$266K 0.02%
+14,444
24 25
26
27 28