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
1701
$18K ﹤0.01%
+900
1702
$18K ﹤0.01%
+314
1703
$18K ﹤0.01%
+271
1704
$18K ﹤0.01%
+641
1705
$18K ﹤0.01%
+549
1706
$18K ﹤0.01%
+994
1707
$18K ﹤0.01%
+248
1708
$18K ﹤0.01%
+229
1709
$18K ﹤0.01%
+284
1710
$18K ﹤0.01%
+800
1711
$18K ﹤0.01%
+176
1712
$18K ﹤0.01%
+800
1713
$18K ﹤0.01%
+800
1714
$18K ﹤0.01%
+426
1715
$18K ﹤0.01%
+247
1716
$18K ﹤0.01%
+129
1717
$18K ﹤0.01%
+252
1718
$18K ﹤0.01%
+1,160
1719
$18K ﹤0.01%
+849
1720
$18K ﹤0.01%
+650
1721
$18K ﹤0.01%
+458
1722
$17K ﹤0.01%
+129
1723
$17K ﹤0.01%
+237
1724
$17K ﹤0.01%
+1,056
1725
$17K ﹤0.01%
+984