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
401
$1.98M 0.05%
36,007
+92
402
$1.98M 0.05%
39,565
+15,894
403
$1.97M 0.05%
22,375
+4,606
404
$1.96M 0.05%
89,748
+1,294
405
$1.96M 0.05%
76,996
-2,379
406
$1.96M 0.05%
10,468
+964
407
$1.95M 0.05%
20,973
+1,428
408
$1.95M 0.05%
24,405
+365
409
$1.95M 0.05%
141,160
+113,680
410
$1.94M 0.05%
72,776
-26
411
$1.94M 0.05%
47,323
+484
412
$1.93M 0.05%
63,862
+5,268
413
$1.93M 0.05%
45,447
+23
414
$1.93M 0.05%
43,209
+858
415
$1.93M 0.05%
24,018
+2,153
416
$1.92M 0.05%
37,699
+2,667
417
$1.92M 0.05%
62,119
+2,771
418
$1.92M 0.05%
22,369
+2,175
419
$1.91M 0.05%
21,683
+1,209
420
$1.91M 0.05%
9,380
+932
421
$1.91M 0.05%
96,153
+94,378
422
$1.91M 0.05%
26,359
+1,661
423
$1.89M 0.05%
29,390
+36
424
$1.87M 0.05%
36,999
+2,105
425
$1.87M 0.05%
16,745
-979
15 16
17
18 19