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
1201
$62K ﹤0.01%
+1,270
1202
$62K ﹤0.01%
+314
1203
$61K ﹤0.01%
+1,590
1204
$61K ﹤0.01%
+665
1205
$61K ﹤0.01%
+1,902
1206
$61K ﹤0.01%
+2,376
1207
$61K ﹤0.01%
+806
1208
$61K ﹤0.01%
+922
1209
$61K ﹤0.01%
+2,791
1210
$61K ﹤0.01%
+4,183
1211
$61K ﹤0.01%
+2,400
1212
$60K ﹤0.01%
+1,315
1213
$60K ﹤0.01%
+61
1214
$60K ﹤0.01%
+1,273
1215
$60K ﹤0.01%
+2,604
1216
$60K ﹤0.01%
+1,392
1217
$60K ﹤0.01%
+757
1218
$60K ﹤0.01%
+1,605
1219
$60K ﹤0.01%
+5,900
1220
$60K ﹤0.01%
+2,297
1221
$59K ﹤0.01%
+795
1222
$59K ﹤0.01%
+455
1223
$59K ﹤0.01%
+464
1224
$59K ﹤0.01%
+2,014
1225
$59K ﹤0.01%
+306
47 48
49
50 51