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
876
$132K 0.01%
+2,714
877
$132K 0.01%
+10,218
878
$132K 0.01%
+4,207
879
$132K 0.01%
+3,893
880
$132K 0.01%
+3,135
881
$132K 0.01%
+2,545
882
$132K 0.01%
+2,274
883
$131K 0.01%
+3,703
884
$131K 0.01%
+4,456
885
$130K 0.01%
+1,843
886
$130K 0.01%
+2,713
887
$130K 0.01%
+10,786
888
$129K 0.01%
+2,616
889
$128K 0.01%
+7,419
890
$128K 0.01%
+1,346
891
$128K 0.01%
+5,732
892
$128K 0.01%
+2,858
893
$127K 0.01%
+1,156
894
$127K 0.01%
+469
895
$127K 0.01%
+2,231
896
$127K 0.01%
+9,009
897
$126K 0.01%
+1,641
898
$126K 0.01%
+7,650
899
$126K 0.01%
+789
900
$126K 0.01%
+4,985
34 35
36
37 38