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
126
$2.67M 0.18%
+6,874
127
$2.64M 0.18%
+32,376
128
$2.63M 0.18%
+57,544
129
$2.62M 0.18%
+48,934
130
$2.61M 0.18%
+45,227
131
$2.61M 0.17%
+92,012
132
$2.6M 0.17%
+63,591
133
$2.53M 0.17%
+92,670
134
$2.53M 0.17%
+69,915
135
$2.53M 0.17%
+113,316
136
$2.52M 0.17%
+38,855
137
$2.47M 0.17%
+31,304
138
$2.45M 0.16%
+14,625
139
$2.44M 0.16%
+83,780
140
$2.44M 0.16%
+11,298
141
$2.41M 0.16%
+18,302
142
$2.38M 0.16%
+58,686
143
$2.37M 0.16%
+41,755
144
$2.36M 0.16%
+46,808
145
$2.36M 0.16%
+26,587
146
$2.36M 0.16%
+27,271
147
$2.33M 0.16%
+72,371
148
$2.33M 0.16%
+62,482
149
$2.28M 0.15%
+24,555
150
$2.25M 0.15%
+14,918
4 5
6
7 8