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
951
$113K 0.01%
+2,827
952
$112K 0.01%
+7,553
953
$112K 0.01%
+2,460
954
$112K 0.01%
+6,144
955
$112K 0.01%
+2,886
956
$112K 0.01%
+1,418
957
$111K 0.01%
+1,754
958
$111K 0.01%
+1,036
959
$111K 0.01%
+3,452
960
$111K 0.01%
+2,397
961
$111K 0.01%
+2,712
962
$111K 0.01%
+32,715
963
$110K 0.01%
+2,150
964
$109K 0.01%
+11,213
965
$109K 0.01%
+2,714
966
$109K 0.01%
+7,244
967
$109K 0.01%
+1,404
968
$109K 0.01%
+3,011
969
$109K 0.01%
+5,133
970
$109K 0.01%
+2,306
971
$108K 0.01%
+3,889
972
$108K 0.01%
+2,385
973
$108K 0.01%
+18,304
974
$107K 0.01%
+1,238
975
$107K 0.01%
+1,086
37 38
39
40 41