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
751
$189K 0.01%
+4,167
752
$189K 0.01%
+1,438
753
$189K 0.01%
+3,554
754
$187K 0.01%
+1,844
755
$187K 0.01%
+5,230
756
$186K 0.01%
+1,494
757
$186K 0.01%
+3,337
758
$186K 0.01%
+529
759
$185K 0.01%
+9,595
760
$185K 0.01%
+2,812
761
$185K 0.01%
+1,075
762
$185K 0.01%
+9,210
763
$185K 0.01%
+8,712
764
$185K 0.01%
+1,231
765
$184K 0.01%
+4,110
766
$183K 0.01%
+3,672
767
$182K 0.01%
+4,648
768
$179K 0.01%
+3,248
769
$179K 0.01%
+7,550
770
$178K 0.01%
+2,615
771
$177K 0.01%
+810
772
$177K 0.01%
+7,146
773
$177K 0.01%
+1,200
774
$177K 0.01%
+1,212
775
$176K 0.01%
+1,794
29 30
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32 33