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
2101
$7K ﹤0.01%
+127
2102
$7K ﹤0.01%
+272
2103
$7K ﹤0.01%
+307
2104
$7K ﹤0.01%
+195
2105
$7K ﹤0.01%
+200
2106
$7K ﹤0.01%
+195
2107
$7K ﹤0.01%
+552
2108
$7K ﹤0.01%
+350
2109
$7K ﹤0.01%
+193
2110
$7K ﹤0.01%
+16
2111
$7K ﹤0.01%
+205
2112
$7K ﹤0.01%
+39
2113
$7K ﹤0.01%
+2,417
2114
$7K ﹤0.01%
+82
2115
$7K ﹤0.01%
+371
2116
$6K ﹤0.01%
+55
2117
$6K ﹤0.01%
+72
2118
$6K ﹤0.01%
+150
2119
$6K ﹤0.01%
+182
2120
$6K ﹤0.01%
+75
2121
$6K ﹤0.01%
+819
2122
$6K ﹤0.01%
+244
2123
$6K ﹤0.01%
+70
2124
$6K ﹤0.01%
+121
2125
$6K ﹤0.01%
+69