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
851
$142K 0.01%
+1,645
852
$142K 0.01%
+4,774
853
$141K 0.01%
+4,402
854
$141K 0.01%
+973
855
$140K 0.01%
+867
856
$140K 0.01%
+2,338
857
$140K 0.01%
+1,515
858
$140K 0.01%
+5,965
859
$140K 0.01%
+1,490
860
$140K 0.01%
+1,319
861
$140K 0.01%
+5,693
862
$139K 0.01%
+1,760
863
$139K 0.01%
+841
864
$138K 0.01%
+174
865
$137K 0.01%
+9,817
866
$137K 0.01%
+1,042
867
$137K 0.01%
+2,356
868
$137K 0.01%
+3,543
869
$137K 0.01%
+626
870
$136K 0.01%
+4,191
871
$136K 0.01%
+2,633
872
$135K 0.01%
+3,731
873
$134K 0.01%
+5,205
874
$133K 0.01%
+6,740
875
$133K 0.01%
+3,702
33 34
35
36 37