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
2401
$3K ﹤0.01%
+74
2402
$3K ﹤0.01%
+107
2403
$3K ﹤0.01%
+5
2404
$3K ﹤0.01%
+33
2405
$3K ﹤0.01%
+152
2406
$3K ﹤0.01%
+271
2407
$3K ﹤0.01%
+78
2408
$3K ﹤0.01%
+50
2409
$3K ﹤0.01%
+400
2410
$3K ﹤0.01%
+550
2411
$3K ﹤0.01%
+100
2412
$3K ﹤0.01%
+41
2413
$3K ﹤0.01%
+165
2414
$3K ﹤0.01%
+20
2415
$3K ﹤0.01%
+69
2416
$3K ﹤0.01%
+26
2417
$3K ﹤0.01%
+17
2418
$3K ﹤0.01%
+31
2419
$3K ﹤0.01%
+1,061
2420
$3K ﹤0.01%
+142
2421
$3K ﹤0.01%
+34
2422
$3K ﹤0.01%
+33
2423
$3K ﹤0.01%
+133
2424
$3K ﹤0.01%
+116
2425
$3K ﹤0.01%
+100
95 96
97
98 99