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
276
$3.01M 0.08%
20,391
+5,018
277
$2.99M 0.08%
64,474
+24,757
278
$2.99M 0.08%
54,673
+2,718
279
$2.98M 0.08%
18,812
-268
280
$2.96M 0.08%
59,619
+2,183
281
$2.96M 0.08%
54,221
+2,590
282
$2.96M 0.08%
28,347
+1,369
283
$2.94M 0.08%
36,215
+3,986
284
$2.93M 0.08%
18,831
+1,483
285
$2.93M 0.08%
72,799
+6,658
286
$2.92M 0.08%
169,057
+15,117
287
$2.91M 0.08%
+58,895
288
$2.9M 0.08%
35,802
+3,677
289
$2.86M 0.07%
56,140
+9,509
290
$2.85M 0.07%
55,253
+5,650
291
$2.84M 0.07%
17,951
+1,398
292
$2.84M 0.07%
16,107
+1,655
293
$2.84M 0.07%
102,646
+982
294
$2.81M 0.07%
37,146
+32,504
295
$2.78M 0.07%
49,466
+1,847
296
$2.77M 0.07%
21,148
+1,882
297
$2.76M 0.07%
16,057
-376
298
$2.75M 0.07%
24,005
-199
299
$2.75M 0.07%
110,338
-2,356
300
$2.75M 0.07%
28,667
+1,197
10 11
12
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