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
2251
$4K ﹤0.01%
+207
2252
$4K ﹤0.01%
+100
2253
$4K ﹤0.01%
+250
2254
$4K ﹤0.01%
+250
2255
$4K ﹤0.01%
+285
2256
$4K ﹤0.01%
+121
2257
$4K ﹤0.01%
+60
2258
$4K ﹤0.01%
+74
2259
$4K ﹤0.01%
+120
2260
$4K ﹤0.01%
+5,200
2261
$4K ﹤0.01%
+103
2262
$4K ﹤0.01%
+144
2263
$4K ﹤0.01%
+188
2264
$4K ﹤0.01%
+500
2265
$4K ﹤0.01%
+144
2266
$4K ﹤0.01%
+385
2267
$4K ﹤0.01%
+100
2268
$4K ﹤0.01%
+66
2269
$4K ﹤0.01%
+1,500
2270
$4K ﹤0.01%
+4
2271
$4K ﹤0.01%
+150
2272
$4K ﹤0.01%
+400
2273
$4K ﹤0.01%
+215
2274
$4K ﹤0.01%
+267
2275
$4K ﹤0.01%
+1,000