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
1151
$69K ﹤0.01%
+856
1152
$69K ﹤0.01%
+1,186
1153
$69K ﹤0.01%
+601
1154
$69K ﹤0.01%
+2,344
1155
$69K ﹤0.01%
+1,356
1156
$69K ﹤0.01%
+1,171
1157
$69K ﹤0.01%
+314
1158
$69K ﹤0.01%
+2,815
1159
$69K ﹤0.01%
+1,757
1160
$69K ﹤0.01%
+2,884
1161
$69K ﹤0.01%
+2,200
1162
$68K ﹤0.01%
+22,430
1163
$68K ﹤0.01%
+1,345
1164
$68K ﹤0.01%
+6,596
1165
$68K ﹤0.01%
+950
1166
$67K ﹤0.01%
+416
1167
$67K ﹤0.01%
+1,217
1168
$67K ﹤0.01%
+1,151
1169
$67K ﹤0.01%
+4,676
1170
$67K ﹤0.01%
+1,148
1171
$67K ﹤0.01%
+5,248
1172
$66K ﹤0.01%
+1,732
1173
$66K ﹤0.01%
+800
1174
$66K ﹤0.01%
+3,541
1175
$66K ﹤0.01%
+1,412
45 46
47
48 49