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
826
$153K 0.01%
+2,911
827
$152K 0.01%
+1,688
828
$152K 0.01%
+1,714
829
$152K 0.01%
+4,090
830
$152K 0.01%
+1,511
831
$151K 0.01%
+5,091
832
$151K 0.01%
+940
833
$151K 0.01%
+1,280
834
$150K 0.01%
+3,000
835
$149K 0.01%
+3,519
836
$148K 0.01%
+2,925
837
$148K 0.01%
+2,830
838
$148K 0.01%
+827
839
$147K 0.01%
+9,734
840
$146K 0.01%
+8,214
841
$146K 0.01%
+7,712
842
$146K 0.01%
+1,722
843
$145K 0.01%
+3,651
844
$145K 0.01%
+1,220
845
$144K 0.01%
+2,194
846
$143K 0.01%
+474
847
$143K 0.01%
+13,355
848
$143K 0.01%
+2,331
849
$142K 0.01%
+2,995
850
$142K 0.01%
+689
32 33
34
35 36