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
301
$2.74M 0.07%
36,305
+1,804
302
$2.73M 0.07%
20,144
+609
303
$2.73M 0.07%
101,048
+8,443
304
$2.71M 0.07%
51,804
+2,135
305
$2.7M 0.07%
25,661
+1,773
306
$2.7M 0.07%
54,011
+21,473
307
$2.7M 0.07%
11,051
+385
308
$2.69M 0.07%
18,852
-66
309
$2.69M 0.07%
75,806
+49,803
310
$2.67M 0.07%
42,144
-766
311
$2.65M 0.07%
38,805
-9,229
312
– –
0
313
$2.63M 0.07%
286,315
-291
314
$2.63M 0.07%
54,283
+3,227
315
$2.62M 0.07%
33,684
+321
316
$2.62M 0.07%
20,254
-34,499
317
$2.61M 0.07%
155,814
+12,148
318
$2.61M 0.07%
83,493
+14,457
319
$2.58M 0.07%
28,057
+1,451
320
$2.58M 0.07%
143,711
-1,630
321
$2.58M 0.07%
30,463
+3,713
322
$2.55M 0.07%
130,794
-2,689
323
$2.52M 0.07%
67,395
+6,188
324
$2.5M 0.07%
124,982
-12,883
325
$2.49M 0.06%
32,766
+7,264
11 12
13
14 15