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
2276
$4K ﹤0.01%
+130
2277
$4K ﹤0.01%
+270
2278
$4K ﹤0.01%
+87
2279
$4K ﹤0.01%
+496
2280
$4K ﹤0.01%
+1,005
2281
$4K ﹤0.01%
+102
2282
$4K ﹤0.01%
+600
2283
$4K ﹤0.01%
+103
2284
$4K ﹤0.01%
+1,023
2285
$4K ﹤0.01%
+183
2286
$4K ﹤0.01%
+625
2287
$4K ﹤0.01%
+243
2288
$4K ﹤0.01%
+400
2289
$4K ﹤0.01%
+114
2290
$4K ﹤0.01%
+500
2291
$4K ﹤0.01%
+100
2292
$4K ﹤0.01%
+1,659
2293
$4K ﹤0.01%
+136
2294
$4K ﹤0.01%
+100
2295
$4K ﹤0.01%
+75
2296
$4K ﹤0.01%
+31
2297
$4K ﹤0.01%
+127
2298
$4K ﹤0.01%
+106
2299
$4K ﹤0.01%
+111
2300
$4K ﹤0.01%
+174