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
1926
$11K ﹤0.01%
+229
1927
$11K ﹤0.01%
+3,100
1928
$11K ﹤0.01%
+219
1929
$11K ﹤0.01%
+1,200
1930
$11K ﹤0.01%
+146
1931
$11K ﹤0.01%
+144
1932
$11K ﹤0.01%
+185
1933
$11K ﹤0.01%
+162
1934
$11K ﹤0.01%
+458
1935
$11K ﹤0.01%
+184
1936
$11K ﹤0.01%
+1,192
1937
$11K ﹤0.01%
+446
1938
$11K ﹤0.01%
+413
1939
$10K ﹤0.01%
+97
1940
$10K ﹤0.01%
+175
1941
$10K ﹤0.01%
+373
1942
$10K ﹤0.01%
+181
1943
$10K ﹤0.01%
+476
1944
$10K ﹤0.01%
+302
1945
$10K ﹤0.01%
+76
1946
$10K ﹤0.01%
+270
1947
$10K ﹤0.01%
+128
1948
$10K ﹤0.01%
+100
1949
$10K ﹤0.01%
+329
1950
$10K ﹤0.01%
+110
76 77
78
79 80