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
26
$18M 0.47%
212,262
+39,912
27
$17.9M 0.47%
712,356
+23,638
28
$17.6M 0.46%
194,507
+3,726
29
$17.5M 0.45%
552,467
+33,119
30
$17.2M 0.45%
104,621
+10,624
31
$17M 0.44%
407,505
+19,574
32
$16.8M 0.44%
1,010,415
+86,517
33
$16.7M 0.43%
326,807
+52,672
34
$16.7M 0.43%
86,727
+4,471
35
$16.3M 0.42%
143,253
+199
36
$16.2M 0.42%
855,050
+33,976
37
$16.1M 0.42%
153,974
+27,858
38
$16M 0.42%
192,228
+22,295
39
$15.5M 0.4%
175,539
+10,634
40
$15.5M 0.4%
182,593
+12,330
41
$15.3M 0.4%
149,653
+9,286
42
$15.2M 0.4%
94,154
+7,116
43
$14.7M 0.38%
129,252
+4,243
44
$14.7M 0.38%
412,441
+40,888
45
$14.6M 0.38%
230,433
+51,180
46
$14.6M 0.38%
484,676
+37,232
47
$13.6M 0.35%
321,096
+38,467
48
$13.2M 0.35%
268,073
-59
49
$13.2M 0.34%
314,979
+42,737
50
$13M 0.34%
196,535
+20,106
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