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
426
$1.86M 0.05%
44,506
+1,309
427
$1.85M 0.05%
41,288
+5,209
428
$1.84M 0.05%
40,939
+3,607
429
$1.83M 0.05%
72,812
+15,926
430
$1.83M 0.05%
68,805
+3,812
431
$1.82M 0.05%
59,869
+1,486
432
$1.81M 0.05%
36,161
+1,592
433
$1.81M 0.05%
62,703
+12,412
434
$1.81M 0.05%
25,287
+796
435
$1.81M 0.05%
89,962
+15,933
436
$1.8M 0.05%
14,402
+1,125
437
$1.8M 0.05%
11,509
+1,475
438
$1.8M 0.05%
29,590
+842
439
$1.79M 0.05%
12,555
+930
440
$1.77M 0.05%
28,562
+5,331
441
$1.77M 0.05%
70,540
+8,059
442
$1.76M 0.05%
18,201
+1,359
443
$1.76M 0.05%
56,269
-584
444
$1.75M 0.05%
21,805
+195
445
$1.75M 0.05%
101,329
+4,147
446
$1.75M 0.05%
90,049
+14,654
447
$1.74M 0.05%
35,296
+6,260
448
– –
0
449
$1.72M 0.04%
20,153
+2,280
450
$1.72M 0.04%
15,970
-718
16 17
18
19 20