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
676
$247K 0.02%
+1,654
677
$247K 0.02%
+2,760
678
$247K 0.02%
+8,080
679
$244K 0.02%
+6,307
680
$243K 0.02%
+1,782
681
$242K 0.02%
+2,237
682
$239K 0.02%
+14,910
683
$238K 0.02%
+6,236
684
$238K 0.02%
+9,200
685
$237K 0.02%
+436
686
$236K 0.02%
+4,885
687
$236K 0.02%
+2,419
688
$234K 0.02%
+2,690
689
$233K 0.02%
+4,479
690
$232K 0.02%
+45,647
691
$232K 0.02%
+8,166
692
$231K 0.02%
+7,317
693
$231K 0.02%
+647
694
$231K 0.02%
+2,399
695
$228K 0.02%
+11,660
696
$227K 0.02%
+13,508
697
$226K 0.02%
+5,939
698
$226K 0.02%
+41,060
699
$226K 0.02%
+5,304
700
$224K 0.02%
+2,798
26 27
28
29 30