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
1601
$24K ﹤0.01%
+1,575
1602
$24K ﹤0.01%
+505
1603
$24K ﹤0.01%
+250
1604
$24K ﹤0.01%
+620
1605
$23K ﹤0.01%
+375
1606
$23K ﹤0.01%
+3,078
1607
$23K ﹤0.01%
+301
1608
$23K ﹤0.01%
+1,247
1609
$23K ﹤0.01%
+432
1610
$23K ﹤0.01%
+990
1611
$23K ﹤0.01%
+1,000
1612
$23K ﹤0.01%
+553
1613
$23K ﹤0.01%
+3,920
1614
$23K ﹤0.01%
+1,131
1615
$23K ﹤0.01%
+242
1616
$23K ﹤0.01%
+840
1617
$23K ﹤0.01%
+31
1618
$23K ﹤0.01%
+348
1619
$22K ﹤0.01%
+384
1620
$22K ﹤0.01%
+1,680
1621
$22K ﹤0.01%
+517
1622
$22K ﹤0.01%
+796
1623
$22K ﹤0.01%
+1,300
1624
$22K ﹤0.01%
+366
1625
$22K ﹤0.01%
+666
63 64
65
66 67