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
51
$6.47M 0.43%
+217,527
52
$6.32M 0.42%
+83,847
53
$6.24M 0.42%
+52,460
54
$6.18M 0.41%
+89,055
55
$6.18M 0.41%
+150,737
56
$6.15M 0.41%
+46,029
57
$5.79M 0.39%
+110,801
58
$5.63M 0.38%
+14,705
59
$5.63M 0.38%
+63,582
60
$5.52M 0.37%
+20,542
61
$5.5M 0.37%
+31,156
62
$5.45M 0.37%
+111,768
63
$5.39M 0.36%
+23,427
64
$5.38M 0.36%
+75,559
65
$5.3M 0.35%
+134,088
66
$5.13M 0.34%
+145,527
67
$5.04M 0.34%
+290,252
68
$5M 0.34%
+86,492
69
$4.92M 0.33%
+167,763
70
$4.87M 0.33%
+96,000
71
$4.77M 0.32%
+40,146
72
$4.75M 0.32%
+170,695
73
$4.63M 0.31%
+155,227
74
$4.62M 0.31%
+99,614
75
$4.54M 0.3%
+89,849
1 2
3
4 5