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
1076
$86K 0.01%
+1,700
1077
$86K 0.01%
+2,358
1078
$86K 0.01%
+80
1079
$86K 0.01%
+4,090
1080
$86K 0.01%
+1,673
1081
$85K 0.01%
+1,350
1082
$85K 0.01%
+1,815
1083
$84K 0.01%
+1,069
1084
$84K 0.01%
+4,497
1085
$84K 0.01%
+1,509
1086
$83K 0.01%
+2,200
1087
$83K 0.01%
+2,623
1088
$82K 0.01%
+5,500
1089
$82K 0.01%
+853
1090
$82K 0.01%
+3,314
1091
$82K 0.01%
+566
1092
$82K 0.01%
+1,975
1093
$82K 0.01%
+769
1094
$82K 0.01%
+3,740
1095
$82K 0.01%
+1,151
1096
$82K 0.01%
+2,598
1097
$81K 0.01%
+1,989
1098
$81K 0.01%
+570
1099
$81K 0.01%
+1,809
1100
$81K 0.01%
+910
42 43
44
45 46