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
2301
$4K ﹤0.01%
+46
2302
$4K ﹤0.01%
+240
2303
$4K ﹤0.01%
+38
2304
$4K ﹤0.01%
+32
2305
$4K ﹤0.01%
+200
2306
$4K ﹤0.01%
+477
2307
$4K ﹤0.01%
+40
2308
$4K ﹤0.01%
+100
2309
$4K ﹤0.01%
+203
2310
$4K ﹤0.01%
+353
2311
$4K ﹤0.01%
+354
2312
$3K ﹤0.01%
+530
2313
$3K ﹤0.01%
+66
2314
$3K ﹤0.01%
+50
2315
$3K ﹤0.01%
+343
2316
$3K ﹤0.01%
+195
2317
$3K ﹤0.01%
+30
2318
$3K ﹤0.01%
+41
2319
$3K ﹤0.01%
+54
2320
$3K ﹤0.01%
+350
2321
$3K ﹤0.01%
+42
2322
$3K ﹤0.01%
+169
2323
$3K ﹤0.01%
+8,730
2324
$3K ﹤0.01%
+135
2325
$3K ﹤0.01%
+38