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
701
$224K 0.02%
+4,611
702
$224K 0.02%
+5,576
703
$224K 0.02%
+150
704
$223K 0.01%
+4,063
705
$222K 0.01%
+9,448
706
$222K 0.01%
+4,068
707
$220K 0.01%
+6,032
708
$219K 0.01%
+3,722
709
$219K 0.01%
+1,594
710
$219K 0.01%
+1,782
711
$218K 0.01%
+6,517
712
$218K 0.01%
+10,243
713
$215K 0.01%
+2,557
714
$214K 0.01%
+2,295
715
$214K 0.01%
+6,967
716
$213K 0.01%
+4,890
717
$213K 0.01%
+4,149
718
$213K 0.01%
+9,335
719
$211K 0.01%
+9,102
720
$210K 0.01%
+1,882
721
$210K 0.01%
+3,649
722
$209K 0.01%
+3,977
723
$209K 0.01%
+2,773
724
$208K 0.01%
+7,938
725
$207K 0.01%
+1,941
27 28
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