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
2326
$3K ﹤0.01%
+73
2327
$3K ﹤0.01%
+47
2328
$3K ﹤0.01%
+107
2329
$3K ﹤0.01%
+52
2330
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+29
2331
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+8
2332
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+60
2333
$3K ﹤0.01%
+148
2334
$3K ﹤0.01%
+200
2335
$3K ﹤0.01%
+113
2336
$3K ﹤0.01%
+108
2337
$3K ﹤0.01%
+107
2338
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+100
2339
$3K ﹤0.01%
+250
2340
$3K ﹤0.01%
+78
2341
$3K ﹤0.01%
+115
2342
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+140
2343
$3K ﹤0.01%
+112
2344
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+32
2345
$3K ﹤0.01%
+37
2346
$3K ﹤0.01%
+714
2347
$3K ﹤0.01%
+68
2348
$3K ﹤0.01%
+52
2349
$3K ﹤0.01%
+55
2350
$3K ﹤0.01%
+138