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
1176
$66K ﹤0.01%
+1,316
1177
$65K ﹤0.01%
+6,652
1178
$65K ﹤0.01%
+1,425
1179
$65K ﹤0.01%
+1,684
1180
$65K ﹤0.01%
+1,257
1181
$65K ﹤0.01%
+463
1182
$65K ﹤0.01%
+500
1183
$65K ﹤0.01%
+604
1184
$65K ﹤0.01%
+1,129
1185
$64K ﹤0.01%
+753
1186
$64K ﹤0.01%
+1,584
1187
$64K ﹤0.01%
+2,842
1188
$64K ﹤0.01%
+431
1189
$64K ﹤0.01%
+1,390
1190
$64K ﹤0.01%
+650
1191
$64K ﹤0.01%
+3,962
1192
$64K ﹤0.01%
+1,885
1193
$64K ﹤0.01%
+425
1194
$64K ﹤0.01%
+1,173
1195
$63K ﹤0.01%
+4,160
1196
$63K ﹤0.01%
+1,701
1197
$63K ﹤0.01%
+2,181
1198
$63K ﹤0.01%
+812
1199
$62K ﹤0.01%
+665
1200
$62K ﹤0.01%
+1,338
46 47
48
49 50