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
1101
$81K 0.01%
+1,836
1102
$80K 0.01%
+1,514
1103
$80K 0.01%
+3,317
1104
$80K 0.01%
+796
1105
$80K 0.01%
+2,858
1106
$80K 0.01%
+3,818
1107
$79K 0.01%
+1,754
1108
$79K 0.01%
+2,125
1109
$79K 0.01%
+416
1110
$79K 0.01%
+1,801
1111
$79K 0.01%
+3,611
1112
$79K 0.01%
+1,571
1113
$79K 0.01%
+14,178
1114
$78K 0.01%
+2,125
1115
$78K 0.01%
+3,116
1116
$78K 0.01%
+2,501
1117
$78K 0.01%
+922
1118
$77K 0.01%
+2,135
1119
$77K 0.01%
+822
1120
$77K 0.01%
+3,100
1121
$77K 0.01%
+4,169
1122
$77K 0.01%
+1,522
1123
$77K 0.01%
+1,556
1124
$77K 0.01%
+325
1125
$76K 0.01%
+1,080
43 44
45
46 47