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
1026
$95K 0.01%
+675
1027
$95K 0.01%
+5,352
1028
$95K 0.01%
+1,200
1029
$95K 0.01%
+2,202
1030
$94K 0.01%
+1,278
1031
$94K 0.01%
+2,776
1032
$93K 0.01%
+5,867
1033
$93K 0.01%
+1,681
1034
$93K 0.01%
+2,938
1035
$92K 0.01%
+1,024
1036
$92K 0.01%
+1,378
1037
$92K 0.01%
+344
1038
$92K 0.01%
+2,275
1039
$92K 0.01%
+1,102
1040
$92K 0.01%
+783
1041
$91K 0.01%
+2,129
1042
$91K 0.01%
+2,301
1043
$91K 0.01%
+2,261
1044
$91K 0.01%
+2,530
1045
$91K 0.01%
+77
1046
$91K 0.01%
+23,417
1047
$90K 0.01%
+3,358
1048
$90K 0.01%
+1,226
1049
$90K 0.01%
+500
1050
$90K 0.01%
+1,220
40 41
42
43 44