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
1276
$53K ﹤0.01%
+3,679
1277
$52K ﹤0.01%
+354
1278
$52K ﹤0.01%
+1,227
1279
$52K ﹤0.01%
+835
1280
$52K ﹤0.01%
+159
1281
$52K ﹤0.01%
+1,281
1282
$52K ﹤0.01%
+1,457
1283
$52K ﹤0.01%
+1,250
1284
$52K ﹤0.01%
+4,370
1285
$52K ﹤0.01%
+433
1286
$51K ﹤0.01%
+13,635
1287
$51K ﹤0.01%
+650
1288
$51K ﹤0.01%
+545
1289
$51K ﹤0.01%
+4,700
1290
$51K ﹤0.01%
+5,063
1291
$51K ﹤0.01%
+932
1292
$50K ﹤0.01%
+1,114
1293
$50K ﹤0.01%
+966
1294
$50K ﹤0.01%
+2,722
1295
$50K ﹤0.01%
+1,599
1296
$50K ﹤0.01%
+1,268
1297
$50K ﹤0.01%
+837
1298
$50K ﹤0.01%
+455
1299
$49K ﹤0.01%
+1,875
1300
$49K ﹤0.01%
+900
50 51
52
53 54