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
326
$2.48M 0.06%
98,929
+12,272
327
$2.48M 0.06%
55,535
+1,008
328
$2.47M 0.06%
86,592
+280
329
$2.47M 0.06%
80,122
+2,027
330
$2.45M 0.06%
19,924
+1,058
331
$2.44M 0.06%
142,806
+26,482
332
$2.44M 0.06%
98,392
+52,716
333
$2.44M 0.06%
62,479
+344
334
$2.42M 0.06%
62,643
+1,597
335
$2.42M 0.06%
45,758
+6,716
336
$2.41M 0.06%
66,480
+6,800
337
$2.39M 0.06%
79,854
338
$2.37M 0.06%
67,482
+19,926
339
$2.37M 0.06%
89,259
340
$2.34M 0.06%
81,720
+1,670
341
$2.33M 0.06%
49,133
+48,847
342
$2.32M 0.06%
86,191
+7,730
343
$2.32M 0.06%
113,265
+102,716
344
$2.32M 0.06%
116,047
+68,735
345
$2.31M 0.06%
48,060
-9,086
346
$2.3M 0.06%
26,220
+24,587
347
$2.3M 0.06%
23,794
+2,052
348
$2.3M 0.06%
20,624
+968
349
$2.28M 0.06%
86,334
350
$2.27M 0.06%
56,095
+6,983
12 13
14
15 16