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
1251
$55K ﹤0.01%
+1,474
1252
$55K ﹤0.01%
+2,265
1253
$55K ﹤0.01%
+1,676
1254
$55K ﹤0.01%
+2,003
1255
$55K ﹤0.01%
+948
1256
$55K ﹤0.01%
+2,700
1257
$55K ﹤0.01%
+2,980
1258
$55K ﹤0.01%
+489
1259
$55K ﹤0.01%
+2,723
1260
$54K ﹤0.01%
+10,125
1261
$54K ﹤0.01%
+2,280
1262
$54K ﹤0.01%
+182
1263
$54K ﹤0.01%
+2,010
1264
$54K ﹤0.01%
+725
1265
$54K ﹤0.01%
+900
1266
$53K ﹤0.01%
+1,511
1267
$53K ﹤0.01%
+892
1268
$53K ﹤0.01%
+1,306
1269
$53K ﹤0.01%
+3,640
1270
$53K ﹤0.01%
+102,674
1271
$53K ﹤0.01%
+952
1272
$53K ﹤0.01%
+3,225
1273
$53K ﹤0.01%
+1,720
1274
$53K ﹤0.01%
+1,029
1275
$53K ﹤0.01%
+4,517
49 50
51
52 53