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
726
$205K 0.01%
+5,097
727
$205K 0.01%
+21,280
728
$205K 0.01%
+2,189
729
$205K 0.01%
+4,466
730
$204K 0.01%
+1,793
731
$204K 0.01%
+6,969
732
$202K 0.01%
+3,906
733
$201K 0.01%
+12,497
734
$199K 0.01%
+3,410
735
$198K 0.01%
+6,892
736
$198K 0.01%
+10,878
737
$198K 0.01%
+5,685
738
$198K 0.01%
+9,524
739
$197K 0.01%
+7,107
740
$197K 0.01%
+4,346
741
$197K 0.01%
+3,678
742
$196K 0.01%
+4,156
743
$194K 0.01%
+1,363
744
$193K 0.01%
+3,057
745
$193K 0.01%
+2,904
746
$192K 0.01%
+3,232
747
$192K 0.01%
+9,847
748
$191K 0.01%
+7,193
749
$191K 0.01%
+6,405
750
$190K 0.01%
+5,330
28 29
30
31 32