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
501
$1.48M 0.04%
28,130
-151
502
$1.47M 0.04%
56,838
+15,882
503
$1.47M 0.04%
52,779
+17,440
504
$1.46M 0.04%
6,593
+345
505
$1.46M 0.04%
30,470
+3,995
506
$1.46M 0.04%
34,744
+1,837
507
$1.45M 0.04%
+59,869
508
$1.45M 0.04%
69,234
-5,530
509
$1.45M 0.04%
+60,125
510
$1.44M 0.04%
108,472
+2,911
511
$1.44M 0.04%
61,211
512
$1.44M 0.04%
52,714
+17,476
513
$1.44M 0.04%
37,665
+1,058
514
$1.43M 0.04%
27,539
+5,707
515
$1.43M 0.04%
54,696
+4,183
516
$1.42M 0.04%
58,368
+3,525
517
$1.42M 0.04%
19,178
+1,945
518
$1.41M 0.04%
30,972
-116
519
$1.41M 0.04%
28,659
+2,699
520
$1.4M 0.04%
3,478
+3,470
521
$1.4M 0.04%
2,162
+319
522
$1.4M 0.04%
13,647
+675
523
$1.39M 0.04%
3,979
+380
524
$1.39M 0.04%
57,950
+56,088
525
$1.39M 0.04%
11,289
+1,642
19 20
21
22 23