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
476
$1.61M 0.04%
14,594
+172
477
$1.61M 0.04%
92,770
-969
478
$1.6M 0.04%
18,890
-547
479
$1.6M 0.04%
33,884
+1,212
480
$1.6M 0.04%
34,740
+96
481
$1.59M 0.04%
75,183
+1,168
482
$1.58M 0.04%
10,661
+8
483
$1.58M 0.04%
65,693
+43,773
484
$1.57M 0.04%
27,624
+153
485
$1.55M 0.04%
3,706
+272
486
$1.55M 0.04%
157,940
+8,366
487
$1.54M 0.04%
51,745
+1,000
488
$1.53M 0.04%
41,280
-261
489
$1.53M 0.04%
8,812
-1,586
490
$1.53M 0.04%
15,802
+1,083
491
$1.53M 0.04%
37,533
+7,221
492
$1.52M 0.04%
36,590
+1,132
493
$1.51M 0.04%
48,268
-17,800
494
$1.51M 0.04%
35,210
+1,253
495
$1.51M 0.04%
47,472
+2,530
496
$1.5M 0.04%
28,422
+24,300
497
$1.5M 0.04%
57,307
+2,872
498
$1.49M 0.04%
28,618
-1,274
499
$1.49M 0.04%
60,817
-6,652
500
$1.48M 0.04%
50,394
+2,140
18 19
20
21 22