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
1376
$42K ﹤0.01%
+5,300
1377
$41K ﹤0.01%
+2,100
1378
$41K ﹤0.01%
+793
1379
$41K ﹤0.01%
+492
1380
$41K ﹤0.01%
+712
1381
$41K ﹤0.01%
+316
1382
$41K ﹤0.01%
+1,466
1383
$41K ﹤0.01%
+1,943
1384
$41K ﹤0.01%
+6,528
1385
$41K ﹤0.01%
+1,818
1386
$41K ﹤0.01%
+487
1387
$41K ﹤0.01%
+378
1388
$41K ﹤0.01%
+715
1389
$40K ﹤0.01%
+242
1390
$40K ﹤0.01%
+1,242
1391
$40K ﹤0.01%
+1,122
1392
$40K ﹤0.01%
+277
1393
$40K ﹤0.01%
+418
1394
$40K ﹤0.01%
+2,000
1395
$39K ﹤0.01%
+446
1396
$39K ﹤0.01%
+867
1397
$39K ﹤0.01%
+59
1398
$39K ﹤0.01%
+2,884
1399
$39K ﹤0.01%
+2,065
1400
$39K ﹤0.01%
+457
54 55
56
57 58