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
1976
$10K ﹤0.01%
+824
1977
$10K ﹤0.01%
+510
1978
$10K ﹤0.01%
+708
1979
$10K ﹤0.01%
+200
1980
$10K ﹤0.01%
+98
1981
$10K ﹤0.01%
+300
1982
$10K ﹤0.01%
+244
1983
$10K ﹤0.01%
+262
1984
$10K ﹤0.01%
+7,500
1985
$10K ﹤0.01%
+360
1986
$10K ﹤0.01%
+459
1987
$10K ﹤0.01%
+400
1988
$10K ﹤0.01%
+156
1989
$10K ﹤0.01%
+101
1990
$10K ﹤0.01%
+500
1991
$10K ﹤0.01%
+640
1992
$9K ﹤0.01%
+69
1993
$9K ﹤0.01%
+460
1994
$9K ﹤0.01%
+449
1995
$9K ﹤0.01%
+56
1996
$9K ﹤0.01%
+950
1997
$9K ﹤0.01%
+600
1998
$9K ﹤0.01%
+922
1999
$9K ﹤0.01%
+237
2000
$9K ﹤0.01%
+5,000
78 79
80
81 82