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
201
$1.7M 0.11%
+54,938
202
$1.7M 0.11%
+15,851
203
$1.69M 0.11%
+29,226
204
$1.69M 0.11%
+14,830
205
$1.68M 0.11%
+5,885
206
$1.67M 0.11%
+31,654
207
$1.66M 0.11%
+69,896
208
$1.66M 0.11%
+15,289
209
$1.66M 0.11%
+17,616
210
$1.64M 0.11%
+48,106
211
$1.63M 0.11%
+18,775
212
$1.62M 0.11%
+29,964
213
$1.61M 0.11%
+15,783
214
$1.59M 0.11%
+26,758
215
$1.58M 0.11%
+39,731
216
$1.56M 0.1%
+22,304
217
$1.54M 0.1%
+26,688
218
$1.54M 0.1%
+7,219
219
$1.53M 0.1%
+67,364
220
$1.52M 0.1%
+65,988
221
$1.51M 0.1%
+53,928
222
$1.51M 0.1%
+31,990
223
$1.5M 0.1%
+76,047
224
$1.49M 0.1%
+37,065
225
$1.49M 0.1%
+31,527
7 8
9
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