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
376
$2.11M 0.06%
33,304
+181
377
$2.11M 0.06%
15,578
+1,134
378
$2.11M 0.06%
32,622
+10,131
379
$2.1M 0.05%
57,595
+6,565
380
$2.1M 0.05%
75,535
+14,264
381
$2.09M 0.05%
33,067
+2,109
382
$2.09M 0.05%
18,162
-1,031
383
$2.09M 0.05%
18,936
+5,690
384
$2.09M 0.05%
38,082
+140
385
$2.08M 0.05%
39,811
+4,478
386
$2.06M 0.05%
34,330
+6,880
387
$2.06M 0.05%
41,307
+10,185
388
$2.05M 0.05%
80,604
-3,842
389
$2.04M 0.05%
55,995
+23,421
390
$2.03M 0.05%
10,833
+383
391
$2.03M 0.05%
80,880
+8,847
392
$2.02M 0.05%
89,399
+21,624
393
$2.02M 0.05%
91,532
+3,076
394
$2.02M 0.05%
14,297
+558
395
$2.01M 0.05%
134,131
+38,500
396
$2.01M 0.05%
68,031
+3,138
397
$2.01M 0.05%
24,698
+318
398
$2M 0.05%
68,803
+4,562
399
$1.99M 0.05%
38,657
+3,838
400
$1.99M 0.05%
72,560
-5,215
14 15
16
17 18