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
251
$3.32M 0.09%
39,281
+1,456
252
$3.32M 0.09%
80,450
+21,054
253
$3.3M 0.09%
52,032
+2,014
254
$3.3M 0.09%
161,586
+17,928
255
$3.3M 0.09%
167,168
+6,835
256
$3.27M 0.09%
114,266
+1,206
257
$3.26M 0.08%
190,778
+16,601
258
$3.25M 0.08%
66,889
+5,956
259
$3.25M 0.08%
69,892
+609
260
$3.24M 0.08%
181,101
+66,179
261
$3.21M 0.08%
57,358
-222
262
$3.21M 0.08%
64,912
+384
263
$3.2M 0.08%
35,315
+2,179
264
$3.18M 0.08%
67,130
-14,498
265
$3.16M 0.08%
40,000
266
$3.13M 0.08%
125,973
+10,941
267
$3.12M 0.08%
58,574
+1,344
268
$3.1M 0.08%
67,434
+61,362
269
$3.1M 0.08%
52,221
+8,214
270
$3.08M 0.08%
25,020
+4,483
271
$3.05M 0.08%
131,606
+10,689
272
$3.04M 0.08%
45,103
+2,856
273
$3.03M 0.08%
99,615
+6,795
274
$3.02M 0.08%
39,758
-8,908
275
$3.02M 0.08%
40,849
+3,449
9 10
11
12 13