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
151
$2.25M 0.15%
+147,730
152
$2.22M 0.15%
+62,151
153
$2.18M 0.15%
+42,327
154
$2.13M 0.14%
+17,968
155
$2.1M 0.14%
+33,966
156
$2.1M 0.14%
+145,334
157
$2.1M 0.14%
+10,587
158
$2.09M 0.14%
+34,020
159
$2.09M 0.14%
+40,908
160
$2.09M 0.14%
+19,852
161
$2.08M 0.14%
+22,535
162
$2.07M 0.14%
+65,219
163
$2.05M 0.14%
+18,475
164
$2.04M 0.14%
+50,860
165
$2.04M 0.14%
+16,561
166
$2.03M 0.14%
+24,050
167
$1.99M 0.13%
+16,837
168
$1.97M 0.13%
+5,657
169
$1.96M 0.13%
+17,884
170
$1.95M 0.13%
+31,650
171
$1.95M 0.13%
+99,351
172
$1.95M 0.13%
+35,117
173
$1.94M 0.13%
+17,780
174
$1.94M 0.13%
+33,265
175
$1.93M 0.13%
+41,477
5 6
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