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
526
$1.39M 0.04%
9,928
+1,993
527
$1.38M 0.04%
25,308
+780
528
$1.38M 0.04%
15,865
+6,112
529
$1.38M 0.04%
13,064
+487
530
$1.38M 0.04%
45,271
+4,277
531
$1.37M 0.04%
29,057
+1,059
532
$1.36M 0.04%
17,324
+1,977
533
$1.36M 0.04%
8,469
+3,214
534
$1.35M 0.04%
36,555
+2,593
535
$1.35M 0.04%
30,210
-1,681
536
$1.35M 0.04%
12,597
+7,643
537
$1.35M 0.04%
44,177
-245
538
$1.34M 0.03%
35,691
+1,225
539
$1.34M 0.03%
31,345
+2,391
540
$1.33M 0.03%
4,280
+733
541
$1.33M 0.03%
72,819
-6,854
542
$1.33M 0.03%
28,211
+223
543
$1.33M 0.03%
12,061
+292
544
$1.33M 0.03%
19,150
+117
545
$1.32M 0.03%
71,487
+10,372
546
$1.32M 0.03%
32,635
+7,403
547
$1.3M 0.03%
51,684
548
$1.29M 0.03%
27,647
+22
549
$1.29M 0.03%
9,192
+1,049
550
$1.29M 0.03%
8,247
+711
20 21
22
23 24