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
1551
$26K ﹤0.01%
+379
1552
$26K ﹤0.01%
+301
1553
$26K ﹤0.01%
+660
1554
$26K ﹤0.01%
+294
1555
$26K ﹤0.01%
+1,747
1556
$26K ﹤0.01%
+175
1557
$26K ﹤0.01%
+1,000
1558
$26K ﹤0.01%
+569
1559
$26K ﹤0.01%
+1,581
1560
$26K ﹤0.01%
+1,000
1561
$26K ﹤0.01%
+377
1562
$26K ﹤0.01%
+1,542
1563
$26K ﹤0.01%
+767
1564
$26K ﹤0.01%
+3,289
1565
$26K ﹤0.01%
+1,250
1566
$25K ﹤0.01%
+950
1567
$25K ﹤0.01%
+500
1568
$25K ﹤0.01%
+94
1569
$25K ﹤0.01%
+1,368
1570
$25K ﹤0.01%
+198
1571
$25K ﹤0.01%
+675
1572
$25K ﹤0.01%
+615
1573
$25K ﹤0.01%
+1,195
1574
$25K ﹤0.01%
+2,140
1575
$25K ﹤0.01%
+1,600
61 62
63
64 65