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
651
$264K 0.02%
+5,336
652
$264K 0.02%
+2,369
653
$263K 0.02%
+4,180
654
$263K 0.02%
+5,461
655
$263K 0.02%
+2,906
656
$263K 0.02%
+1,070
657
$262K 0.02%
+5,456
658
$260K 0.02%
+10,262
659
$258K 0.02%
+4,314
660
$257K 0.02%
+10,355
661
$256K 0.02%
+5,140
662
$255K 0.02%
+6,369
663
$252K 0.02%
+630
664
$252K 0.02%
+7,262
665
$252K 0.02%
+6,742
666
$252K 0.02%
+4,300
667
$251K 0.02%
+4,930
668
$251K 0.02%
+5,401
669
$251K 0.02%
+7,987
670
$251K 0.02%
+2,600
671
$250K 0.02%
+3,098
672
$250K 0.02%
+5,267
673
$249K 0.02%
+5,454
674
$248K 0.02%
+6,597
675
$248K 0.02%
+1,386
25 26
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