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
1501
$30K ﹤0.01%
+297
1502
$30K ﹤0.01%
+1,496
1503
$30K ﹤0.01%
+338
1504
$30K ﹤0.01%
+197
1505
$30K ﹤0.01%
+1,997
1506
$30K ﹤0.01%
+3,220
1507
$30K ﹤0.01%
+547
1508
$29K ﹤0.01%
+495
1509
$29K ﹤0.01%
+1,189
1510
$29K ﹤0.01%
+983
1511
$29K ﹤0.01%
+613
1512
$29K ﹤0.01%
+1,800
1513
$29K ﹤0.01%
+788
1514
$29K ﹤0.01%
+1,137
1515
$29K ﹤0.01%
+1,126
1516
$29K ﹤0.01%
+2,160
1517
$29K ﹤0.01%
+721
1518
$29K ﹤0.01%
+520
1519
$29K ﹤0.01%
+340
1520
$29K ﹤0.01%
+1,134
1521
$28K ﹤0.01%
+499
1522
$28K ﹤0.01%
+2,031
1523
$28K ﹤0.01%
+2,003
1524
$28K ﹤0.01%
+859
1525
$28K ﹤0.01%
+549
59 60
61
62 63