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
776
$176K 0.01%
+14,202
777
$175K 0.01%
+5,444
778
$175K 0.01%
+2,816
779
$175K 0.01%
+12,087
780
$175K 0.01%
+4,921
781
$174K 0.01%
+4,426
782
$174K 0.01%
+3,210
783
$173K 0.01%
+3,259
784
$172K 0.01%
+6,835
785
$171K 0.01%
+2,603
786
$170K 0.01%
+1,075
787
$170K 0.01%
+3,978
788
$170K 0.01%
+2,960
789
$169K 0.01%
+4,307
790
$168K 0.01%
+2,993
791
$167K 0.01%
+2,079
792
$167K 0.01%
+7,014
793
$166K 0.01%
+5,666
794
$166K 0.01%
+2,185
795
$166K 0.01%
+7,771
796
$164K 0.01%
+393
797
$164K 0.01%
+559
798
$164K 0.01%
+6,341
799
$163K 0.01%
+955
800
$162K 0.01%
+3,762
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