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
1226
$59K ﹤0.01%
+1,500
1227
$58K ﹤0.01%
+2,000
1228
$58K ﹤0.01%
+1,790
1229
$58K ﹤0.01%
+198
1230
$58K ﹤0.01%
+4,920
1231
$58K ﹤0.01%
+4,173
1232
$58K ﹤0.01%
+2,540
1233
$58K ﹤0.01%
+217
1234
$57K ﹤0.01%
+14,993
1235
$57K ﹤0.01%
+570
1236
$57K ﹤0.01%
+980
1237
$57K ﹤0.01%
+2,555
1238
$57K ﹤0.01%
+224
1239
$57K ﹤0.01%
+1,607
1240
$57K ﹤0.01%
+10,735
1241
$56K ﹤0.01%
+1,098
1242
$56K ﹤0.01%
+951
1243
$56K ﹤0.01%
+1,292
1244
$56K ﹤0.01%
+265
1245
$56K ﹤0.01%
+1,820
1246
$56K ﹤0.01%
+2,156
1247
$56K ﹤0.01%
+1,357
1248
$56K ﹤0.01%
+1,327
1249
$55K ﹤0.01%
+1,433
1250
$55K ﹤0.01%
+886
48 49
50
51 52