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
101
$3.47M 0.23%
+121,308
102
$3.42M 0.23%
+55,880
103
$3.28M 0.22%
+67,232
104
$3.24M 0.22%
+129,916
105
$3.14M 0.21%
+50,635
106
$3.14M 0.21%
+18,648
107
$3.06M 0.21%
+47,382
108
$3.03M 0.2%
+88,140
109
$3M 0.2%
+15,678
110
$3M 0.2%
+40,314
111
$2.97M 0.2%
+65,509
112
$2.94M 0.2%
+18,042
113
$2.93M 0.2%
+105,227
114
$2.93M 0.2%
+10,781
115
$2.9M 0.19%
+39,595
116
$2.9M 0.19%
+51,768
117
$2.88M 0.19%
+57,758
118
$2.87M 0.19%
+109,202
119
$2.8M 0.19%
+92,445
120
$2.73M 0.18%
+55,610
121
$2.73M 0.18%
+260,224
122
$2.72M 0.18%
+71,533
123
$2.72M 0.18%
+45,448
124
$2.69M 0.18%
+53,576
125
$2.69M 0.18%
+27,938
3 4
5
6 7