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
1451
$34K ﹤0.01%
+238
1452
$34K ﹤0.01%
+1,292
1453
$34K ﹤0.01%
+655
1454
$34K ﹤0.01%
+728
1455
$34K ﹤0.01%
+852
1456
$34K ﹤0.01%
+660
1457
$33K ﹤0.01%
+1,450
1458
$33K ﹤0.01%
+1,762
1459
$33K ﹤0.01%
+664
1460
$33K ﹤0.01%
+238
1461
$33K ﹤0.01%
+1,120
1462
$33K ﹤0.01%
+3,481
1463
$33K ﹤0.01%
+667
1464
$33K ﹤0.01%
+555
1465
$33K ﹤0.01%
+1,246
1466
$33K ﹤0.01%
+71
1467
$33K ﹤0.01%
+493
1468
$33K ﹤0.01%
+1,227
1469
$33K ﹤0.01%
+321
1470
$33K ﹤0.01%
+611
1471
$33K ﹤0.01%
+604
1472
$33K ﹤0.01%
+880
1473
$32K ﹤0.01%
+729
1474
$32K ﹤0.01%
+618
1475
$32K ﹤0.01%
+3,503
57 58
59
60 61