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
1776
$15K ﹤0.01%
+2,889
1777
$15K ﹤0.01%
+485
1778
$15K ﹤0.01%
+2,000
1779
$15K ﹤0.01%
+364
1780
$15K ﹤0.01%
+475
1781
$15K ﹤0.01%
+2,000
1782
$15K ﹤0.01%
+208
1783
$15K ﹤0.01%
+628
1784
$15K ﹤0.01%
+500
1785
$15K ﹤0.01%
+656
1786
$15K ﹤0.01%
+584
1787
$15K ﹤0.01%
+24,500
1788
$15K ﹤0.01%
+107
1789
$15K ﹤0.01%
+1,070
1790
$15K ﹤0.01%
+126
1791
$15K ﹤0.01%
+1,900
1792
$15K ﹤0.01%
+346
1793
$14K ﹤0.01%
+226
1794
$14K ﹤0.01%
+71
1795
$14K ﹤0.01%
+3,660
1796
$14K ﹤0.01%
+600
1797
$14K ﹤0.01%
+625
1798
$14K ﹤0.01%
+838
1799
$14K ﹤0.01%
+218
1800
$14K ﹤0.01%
+214
70 71
72
73 74