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
2126
$6K ﹤0.01%
+128
2127
$6K ﹤0.01%
+180
2128
$6K ﹤0.01%
+125
2129
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+77
2130
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+143
2131
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+107
2132
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+120
2133
$6K ﹤0.01%
+500
2134
$6K ﹤0.01%
+354
2135
$6K ﹤0.01%
+4,348
2136
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+205
2137
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+160
2138
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+375
2139
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+294
2140
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+241
2141
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2142
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+200
2143
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+1,134
2144
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+1,397
2145
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+242
2146
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+240
2147
$6K ﹤0.01%
+236
2148
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+64
2149
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+100
2150
$6K ﹤0.01%
+132