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
2176
$5K ﹤0.01%
+125
2177
$5K ﹤0.01%
+100
2178
$5K ﹤0.01%
+102
2179
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+108
2180
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+537
2181
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+100
2182
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+170
2183
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+119
2184
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+500
2185
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+300
2186
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+100
2187
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+102
2188
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2189
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+100
2190
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+54
2191
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+141
2192
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+147
2193
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+280
2194
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+275
2195
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+400
2196
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+200
2197
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+290
2198
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+238
2199
$5K ﹤0.01%
+275
2200
$5K ﹤0.01%
+2,400