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
926
$121K 0.01%
+1,558
927
$120K 0.01%
+14,765
928
$120K 0.01%
+3,584
929
$120K 0.01%
+4,359
930
$119K 0.01%
+12,496
931
$119K 0.01%
+567
932
$119K 0.01%
+875
933
$118K 0.01%
+6,564
934
$118K 0.01%
+2,221
935
$118K 0.01%
+5,633
936
$117K 0.01%
+811
937
$117K 0.01%
+5,659
938
$117K 0.01%
+1,407
939
$117K 0.01%
+1,445
940
$117K 0.01%
+1,334
941
$117K 0.01%
+787
942
$117K 0.01%
+5,491
943
$116K 0.01%
+1,604
944
$116K 0.01%
+2,600
945
$115K 0.01%
+947
946
$115K 0.01%
+245
947
$115K 0.01%
+3,100
948
$114K 0.01%
+3,188
949
$114K 0.01%
+25,096
950
$114K 0.01%
+3,520
36 37
38
39 40