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
1426
$36K ﹤0.01%
+325
1427
$36K ﹤0.01%
+1,225
1428
$36K ﹤0.01%
+1,100
1429
$35K ﹤0.01%
+404
1430
$35K ﹤0.01%
+602
1431
$35K ﹤0.01%
+1,935
1432
$35K ﹤0.01%
+54
1433
$35K ﹤0.01%
+406
1434
$35K ﹤0.01%
+1,615
1435
$35K ﹤0.01%
+400
1436
$35K ﹤0.01%
+766
1437
$35K ﹤0.01%
+259
1438
$35K ﹤0.01%
+52
1439
$34K ﹤0.01%
+1,328
1440
$34K ﹤0.01%
+1,158
1441
$34K ﹤0.01%
+1,747
1442
$34K ﹤0.01%
+1,201
1443
$34K ﹤0.01%
+293
1444
$34K ﹤0.01%
+743
1445
$34K ﹤0.01%
+268
1446
$34K ﹤0.01%
+475
1447
$34K ﹤0.01%
+460
1448
$34K ﹤0.01%
+1,500
1449
$34K ﹤0.01%
+1,055
1450
$34K ﹤0.01%
+174
56 57
58
59 60