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
2226
$5K ﹤0.01%
+250
2227
$5K ﹤0.01%
+74
2228
$5K ﹤0.01%
+268
2229
$4K ﹤0.01%
+95
2230
$4K ﹤0.01%
+52
2231
$4K ﹤0.01%
+110
2232
$4K ﹤0.01%
+20
2233
$4K ﹤0.01%
+82
2234
$4K ﹤0.01%
+874
2235
$4K ﹤0.01%
+771
2236
$4K ﹤0.01%
+94
2237
$4K ﹤0.01%
+143
2238
$4K ﹤0.01%
+202
2239
$4K ﹤0.01%
+22
2240
$4K ﹤0.01%
+227
2241
$4K ﹤0.01%
+29
2242
$4K ﹤0.01%
+76
2243
$4K ﹤0.01%
+200
2244
$4K ﹤0.01%
+63
2245
$4K ﹤0.01%
+139
2246
$4K ﹤0.01%
+137
2247
$4K ﹤0.01%
+31
2248
$4K ﹤0.01%
+148
2249
$4K ﹤0.01%
+218
2250
$4K ﹤0.01%
+127