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
551
$1.29M 0.03%
1,018
+3
552
$1.28M 0.03%
116,777
-200
553
$1.28M 0.03%
50,452
554
$1.28M 0.03%
15,612
-451
555
$1.28M 0.03%
51,271
+1,771
556
$1.28M 0.03%
11,834
+1,183
557
$1.27M 0.03%
11,874
+1,189
558
$1.27M 0.03%
19,205
+6,813
559
$1.26M 0.03%
49,448
-211
560
$1.26M 0.03%
13,639
+50
561
$1.26M 0.03%
22,152
+3,038
562
$1.26M 0.03%
20,579
+9,694
563
$1.25M 0.03%
133,327
564
$1.25M 0.03%
31,369
+14,818
565
$1.25M 0.03%
41,313
566
$1.25M 0.03%
45,625
567
$1.25M 0.03%
45,751
-191
568
$1.25M 0.03%
25,649
+691
569
$1.25M 0.03%
7,066
+595
570
$1.24M 0.03%
49,862
-280
571
$1.23M 0.03%
9,783
+235
572
$1.22M 0.03%
25,826
+2,715
573
$1.21M 0.03%
12,471
+648
574
$1.21M 0.03%
42,814
+5,976
575
$1.21M 0.03%
62,109
+1,491
21 22
23
24 25