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
1051
$90K 0.01%
+3,236
1052
$90K 0.01%
+2,353
1053
$90K 0.01%
+1,773
1054
$90K 0.01%
+664
1055
$90K 0.01%
+3,949
1056
$90K 0.01%
+2,859
1057
$89K 0.01%
+3,258
1058
$89K 0.01%
+1,170
1059
$89K 0.01%
+633
1060
$89K 0.01%
+127
1061
$88K 0.01%
+977
1062
$88K 0.01%
+745
1063
$88K 0.01%
+5,692
1064
$88K 0.01%
+874
1065
$88K 0.01%
+775
1066
$88K 0.01%
+3,336
1067
$88K 0.01%
+2,200
1068
$87K 0.01%
+5,282
1069
$87K 0.01%
+73
1070
$87K 0.01%
+18,285
1071
$87K 0.01%
+8,861
1072
$87K 0.01%
+5,850
1073
$87K 0.01%
+1,485
1074
$86K 0.01%
+1,814
1075
$86K 0.01%
+1,352
41 42
43
44 45