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
351
$2.26M 0.06%
74,693
+18,303
352
$2.25M 0.06%
35,463
+4,835
353
$2.25M 0.06%
25,773
+2,957
354
$2.24M 0.06%
12,714
+1,190
355
$2.24M 0.06%
26,026
356
$2.23M 0.06%
111,941
-1,059
357
$2.22M 0.06%
73,007
+1,046
358
$2.21M 0.06%
33,908
+691
359
$2.2M 0.06%
174,624
+2,046
360
$2.19M 0.06%
58,661
+2,663
361
$2.19M 0.06%
22,020
+10,000
362
$2.17M 0.06%
62,295
+4,771
363
$2.17M 0.06%
85,412
+21,294
364
$2.16M 0.06%
28,463
+3,185
365
$2.16M 0.06%
10,761
+4,336
366
$2.16M 0.06%
32,631
-561
367
$2.16M 0.06%
26,898
+3,609
368
$2.15M 0.06%
30,746
+1,036
369
$2.15M 0.06%
77,065
+20,750
370
$2.14M 0.06%
78,245
+3,366
371
$2.13M 0.06%
68,626
+66,544
372
$2.12M 0.06%
28,097
-17,598
373
$2.12M 0.06%
17,403
+2,138
374
$2.12M 0.06%
159,295
+24,885
375
$2.11M 0.06%
31,805
+557
13 14
15
16 17