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
76
$4.37M 0.29%
+32,165
77
$4.28M 0.29%
+79,880
78
$4.27M 0.29%
+110,391
79
$4.23M 0.28%
+30,017
80
$4.2M 0.28%
+105,069
81
$4.2M 0.28%
+142,386
82
$4.2M 0.28%
+280,233
83
$4.16M 0.28%
+152,180
84
$4.14M 0.28%
+227,517
85
$4.1M 0.27%
+91,384
86
$4.06M 0.27%
+76,120
87
$3.91M 0.26%
+131,972
88
$3.9M 0.26%
+35,001
89
$3.77M 0.25%
+13,203
90
$3.76M 0.25%
+37,054
91
$3.75M 0.25%
+17,637
92
$3.67M 0.25%
+13,703
93
$3.67M 0.25%
+86,766
94
$3.61M 0.24%
+103,330
95
$3.61M 0.24%
+44,524
96
$3.58M 0.24%
+79,223
97
$3.55M 0.24%
+187,479
98
$3.52M 0.24%
+64,653
99
$3.49M 0.23%
+21,970
100
$3.48M 0.23%
+35,212
2 3
4
5 6