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
1126
$76K 0.01%
+1,000
1127
$74K 0.01%
+3,025
1128
$74K 0.01%
+1,691
1129
$74K 0.01%
+4,030
1130
$73K ﹤0.01%
+2,955
1131
$73K ﹤0.01%
+10,469
1132
$73K ﹤0.01%
+803
1133
$73K ﹤0.01%
+3,037
1134
$73K ﹤0.01%
+7,556
1135
$72K ﹤0.01%
+58
1136
$72K ﹤0.01%
+510
1137
$72K ﹤0.01%
+1,124
1138
$72K ﹤0.01%
+2,134
1139
$72K ﹤0.01%
+1,177
1140
$72K ﹤0.01%
+11,841
1141
$71K ﹤0.01%
+646
1142
$71K ﹤0.01%
+1,650
1143
$71K ﹤0.01%
+1,378
1144
$70K ﹤0.01%
+649
1145
$70K ﹤0.01%
+1,261
1146
$69K ﹤0.01%
+478
1147
$69K ﹤0.01%
+521
1148
$69K ﹤0.01%
+2,476
1149
$69K ﹤0.01%
+2,600
1150
$69K ﹤0.01%
+1,490
44 45
46
47 48