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
1001
$101K 0.01%
+3,722
1002
$101K 0.01%
+2,665
1003
$101K 0.01%
+5,809
1004
$100K 0.01%
+1,490
1005
$100K 0.01%
+1,636
1006
$100K 0.01%
+1,792
1007
$100K 0.01%
+1,872
1008
$100K 0.01%
+5,018
1009
$99K 0.01%
+2,086
1010
$99K 0.01%
+2,228
1011
$99K 0.01%
+1,250
1012
$99K 0.01%
+615
1013
$99K 0.01%
+1,124
1014
$99K 0.01%
+4,705
1015
$98K 0.01%
+2,579
1016
$97K 0.01%
+677
1017
$97K 0.01%
+1,531
1018
$97K 0.01%
+668
1019
$97K 0.01%
+610
1020
$97K 0.01%
+908
1021
$97K 0.01%
+2,385
1022
$96K 0.01%
+2,278
1023
$96K 0.01%
+3,867
1024
$95K 0.01%
+3,345
1025
$95K 0.01%
+1,964
39 40
41
42 43