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
$3.84B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,773
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$22.8M
3
+$18.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.9M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$6.48M

Top Sells

1
+$5.42M
2
+$4.46M
3
+$4.18M
4
XYL icon
Xylem
XYL
+$2.61M
5
BKNG icon
Booking.com
BKNG
+$1.52M

Sector Composition

1 Communication Services 9.08%
2 Consumer Discretionary 5.28%
3 Technology 5.18%
4 Financials 3.5%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.66M 0.1%
47,234
+1,925
227
$3.66M 0.1%
67,445
+14,048
228
$3.65M 0.1%
140,419
+46,300
229
$3.64M 0.09%
97,707
+1,316
230
$3.62M 0.09%
30,014
+1,465
231
$3.62M 0.09%
22,739
+16,792
232
$3.6M 0.09%
101,758
+2,478
233
$3.6M 0.09%
22,586
+3,101
234
$3.57M 0.09%
28,463
-1,999
235
$3.54M 0.09%
75,391
+2,751
236
$3.53M 0.09%
34,580
237
$3.52M 0.09%
142,272
+11,325
238
$3.51M 0.09%
121,046
+12,749
239
$3.49M 0.09%
19,900
+1,655
240
$3.49M 0.09%
300,821
+22,626
241
$3.48M 0.09%
81,449
+2,777
242
$3.46M 0.09%
17,993
+4,347
243
$3.45M 0.09%
40,293
+3,255
244
$3.44M 0.09%
43,855
-1
245
$3.42M 0.09%
68,155
+4,477
246
$3.4M 0.09%
76,215
+2,865
247
$3.39M 0.09%
131,402
248
$3.38M 0.09%
113,952
+76,742
249
$3.35M 0.09%
14,943
+745
250
$3.33M 0.09%
113,049
+80,878
8 9
10
11 12