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
1876
$12K ﹤0.01%
+243
1877
$12K ﹤0.01%
+346
1878
$12K ﹤0.01%
+650
1879
$12K ﹤0.01%
+151
1880
$12K ﹤0.01%
+600
1881
$12K ﹤0.01%
+306
1882
$12K ﹤0.01%
+340
1883
$12K ﹤0.01%
+495
1884
$12K ﹤0.01%
+138
1885
$12K ﹤0.01%
+245
1886
$12K ﹤0.01%
+157
1887
$12K ﹤0.01%
+117
1888
$12K ﹤0.01%
+372
1889
$12K ﹤0.01%
+6,765
1890
$12K ﹤0.01%
+232
1891
$12K ﹤0.01%
+2,115
1892
$12K ﹤0.01%
+67
1893
$12K ﹤0.01%
+3,317
1894
$12K ﹤0.01%
+2,784
1895
$12K ﹤0.01%
+240
1896
$12K ﹤0.01%
+85
1897
$12K ﹤0.01%
+4,629
1898
$12K ﹤0.01%
+2,705
1899
$12K ﹤0.01%
+621
1900
$12K ﹤0.01%
+223