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
1801
$14K ﹤0.01%
+490
1802
$14K ﹤0.01%
+300
1803
$14K ﹤0.01%
+540
1804
$14K ﹤0.01%
+954
1805
$14K ﹤0.01%
+300
1806
$14K ﹤0.01%
+230
1807
$14K ﹤0.01%
+583
1808
$14K ﹤0.01%
+853
1809
$14K ﹤0.01%
+733
1810
$14K ﹤0.01%
+1
1811
$14K ﹤0.01%
+409
1812
$14K ﹤0.01%
+929
1813
$14K ﹤0.01%
+448
1814
$14K ﹤0.01%
+53
1815
$14K ﹤0.01%
+597
1816
$14K ﹤0.01%
+161
1817
$14K ﹤0.01%
+500
1818
$14K ﹤0.01%
+4,100
1819
$14K ﹤0.01%
+258
1820
$14K ﹤0.01%
+550
1821
$14K ﹤0.01%
+635
1822
$14K ﹤0.01%
+434
1823
$14K ﹤0.01%
+305
1824
$14K ﹤0.01%
+254
1825
$14K ﹤0.01%
+229