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
976
$107K 0.01%
+4,244
977
$107K 0.01%
+2,051
978
$106K 0.01%
+4,059
979
$106K 0.01%
+2,756
980
$106K 0.01%
+7,701
981
$105K 0.01%
+8,326
982
$105K 0.01%
+3,716
983
$105K 0.01%
+5,908
984
$105K 0.01%
+8,799
985
$105K 0.01%
+4,332
986
$104K 0.01%
+1,015
987
$104K 0.01%
+3,107
988
$104K 0.01%
+2,651
989
$104K 0.01%
+8,860
990
$104K 0.01%
+830
991
$103K 0.01%
+701
992
$103K 0.01%
+5,106
993
$103K 0.01%
+8,684
994
$103K 0.01%
+3,967
995
$103K 0.01%
+1,896
996
$102K 0.01%
+2,164
997
$102K 0.01%
+3,150
998
$102K 0.01%
+774
999
$102K 0.01%
+1,169
1000
$101K 0.01%
+3,562
38 39
40
41 42