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
2426
$3K ﹤0.01%
+800
2427
$3K ﹤0.01%
+96
2428
$3K ﹤0.01%
+41
2429
$3K ﹤0.01%
+601
2430
$3K ﹤0.01%
+61
2431
$3K ﹤0.01%
+47
2432
$3K ﹤0.01%
+50
2433
$3K ﹤0.01%
+74
2434
$3K ﹤0.01%
+209
2435
$3K ﹤0.01%
+113
2436
$3K ﹤0.01%
+66
2437
$2K ﹤0.01%
+405
2438
$2K ﹤0.01%
+50
2439
$2K ﹤0.01%
+1,260
2440
$2K ﹤0.01%
+94
2441
$2K ﹤0.01%
+200
2442
$2K ﹤0.01%
+100
2443
$2K ﹤0.01%
+200
2444
$2K ﹤0.01%
+106
2445
$2K ﹤0.01%
+69
2446
$2K ﹤0.01%
+66
2447
$2K ﹤0.01%
+112
2448
$2K ﹤0.01%
+30
2449
$2K ﹤0.01%
+1,760
2450
$2K ﹤0.01%
+556
96 97
98
99 100