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
451
$1.71M 0.04%
67,952
+3,550
452
$1.71M 0.04%
65,199
+6,967
453
$1.71M 0.04%
31,158
+2,842
454
$1.7M 0.04%
8,282
+208
455
$1.7M 0.04%
62,396
+8,755
456
$1.7M 0.04%
63,045
+46,453
457
$1.69M 0.04%
22,358
+614
458
$1.69M 0.04%
4,821
+321
459
$1.68M 0.04%
15,463
+7,868
460
$1.68M 0.04%
9,779
+1,728
461
$1.68M 0.04%
10,952
+4,051
462
$1.68M 0.04%
26,336
+554
463
$1.67M 0.04%
9,492
+69
464
$1.67M 0.04%
33,081
+181
465
$1.66M 0.04%
28,445
+75
466
$1.66M 0.04%
67,234
+38,409
467
$1.64M 0.04%
64,987
+40,335
468
$1.64M 0.04%
21,515
+3,766
469
$1.63M 0.04%
54,263
-998
470
$1.63M 0.04%
23,900
+3,979
471
$1.63M 0.04%
49,729
+879
472
$1.63M 0.04%
35,165
+5,057
473
$1.63M 0.04%
16,260
+834
474
$1.62M 0.04%
21,240
475
$1.62M 0.04%
21,054
17 18
19
20 21