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
2201
$5K ﹤0.01%
+202
2202
$5K ﹤0.01%
+59
2203
$5K ﹤0.01%
+120
2204
$5K ﹤0.01%
+120
2205
$5K ﹤0.01%
+79
2206
$5K ﹤0.01%
+79
2207
$5K ﹤0.01%
+100
2208
$5K ﹤0.01%
+162
2209
$5K ﹤0.01%
+140
2210
$5K ﹤0.01%
+375
2211
$5K ﹤0.01%
+50
2212
$5K ﹤0.01%
+750
2213
$5K ﹤0.01%
+100
2214
$5K ﹤0.01%
+1,436
2215
$5K ﹤0.01%
+300
2216
$5K ﹤0.01%
+200
2217
$5K ﹤0.01%
+14
2218
$5K ﹤0.01%
+35
2219
$5K ﹤0.01%
+64
2220
$5K ﹤0.01%
+500
2221
$5K ﹤0.01%
+124
2222
0
2223
$5K ﹤0.01%
+244
2224
$5K ﹤0.01%
+533
2225
$5K ﹤0.01%
+226