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
176
$1.92M 0.13%
+25,914
177
$1.89M 0.13%
+37,048
178
$1.89M 0.13%
+24,934
179
$1.88M 0.13%
+8,651
180
$1.88M 0.13%
+21,544
181
$1.87M 0.13%
+48,817
182
$1.84M 0.12%
+60,354
183
$1.84M 0.12%
+14,298
184
$1.83M 0.12%
+35,059
185
$1.82M 0.12%
+24,452
186
$1.8M 0.12%
+59,290
187
$1.8M 0.12%
+18,870
188
$1.79M 0.12%
+66,718
189
$1.77M 0.12%
+30,709
190
$1.77M 0.12%
+38,799
191
$1.77M 0.12%
+20,109
192
$1.75M 0.12%
+21,916
193
$1.75M 0.12%
+39,500
194
$1.75M 0.12%
+12,772
195
$1.74M 0.12%
+40,492
196
$1.74M 0.12%
+1,165
197
$1.74M 0.12%
+46,297
198
$1.74M 0.12%
+69,541
199
$1.72M 0.12%
+20,212
200
$1.71M 0.11%
+22,645
6 7
8
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