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
1726
$17K ﹤0.01%
+400
1727
$17K ﹤0.01%
+51
1728
$17K ﹤0.01%
+476
1729
$17K ﹤0.01%
+1,294
1730
$17K ﹤0.01%
+800
1731
$17K ﹤0.01%
+194
1732
$17K ﹤0.01%
+398
1733
$17K ﹤0.01%
+350
1734
$17K ﹤0.01%
+330
1735
$17K ﹤0.01%
+220
1736
$17K ﹤0.01%
+1,300
1737
$17K ﹤0.01%
+760
1738
$17K ﹤0.01%
+740
1739
$17K ﹤0.01%
+304
1740
$17K ﹤0.01%
+991
1741
$17K ﹤0.01%
+4
1742
$17K ﹤0.01%
+70
1743
$17K ﹤0.01%
+110
1744
$17K ﹤0.01%
+259
1745
$17K ﹤0.01%
+1,208
1746
$17K ﹤0.01%
+309
1747
$16K ﹤0.01%
+108
1748
$16K ﹤0.01%
+803
1749
$16K ﹤0.01%
+386
1750
$16K ﹤0.01%
+294
68 69
70
71 72