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
1751
$16K ﹤0.01%
+568
1752
$16K ﹤0.01%
+432
1753
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+504
1754
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+623
1755
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+750
1756
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+238
1757
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+612
1758
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+399
1759
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+25
1760
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+315
1761
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+158
1762
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1763
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+434
1764
$16K ﹤0.01%
+1,278
1765
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+2,472
1766
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+295
1767
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+500
1768
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+529
1769
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+662
1770
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+750
1771
$16K ﹤0.01%
+641
1772
$16K ﹤0.01%
+651
1773
$15K ﹤0.01%
+1,209
1774
$15K ﹤0.01%
+238
1775
$15K ﹤0.01%
+425