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
576
$1.21M 0.03%
28,575
+24,654
577
$1.21M 0.03%
18,460
+3,596
578
$1.2M 0.03%
18,529
+341
579
$1.2M 0.03%
48,567
-21
580
$1.2M 0.03%
34,909
+4,342
581
$1.2M 0.03%
7,315
+5,342
582
$1.19M 0.03%
7,756
+1,420
583
$1.19M 0.03%
58,510
+25,180
584
$1.18M 0.03%
47,550
+3,140
585
$1.18M 0.03%
37,240
-411
586
$1.18M 0.03%
41,630
+4,588
587
$1.18M 0.03%
17,318
+615
588
$1.18M 0.03%
14,728
-25
589
$1.17M 0.03%
27,194
+4,403
590
$1.17M 0.03%
25,003
+424
591
$1.16M 0.03%
33,983
+493
592
$1.16M 0.03%
9,079
+552
593
$1.16M 0.03%
23,876
+1,602
594
$1.15M 0.03%
10,697
+1,275
595
$1.14M 0.03%
13,437
-1
596
$1.14M 0.03%
63,318
+373
597
$1.14M 0.03%
106,467
-28,049
598
$1.13M 0.03%
16,373
+19
599
$1.13M 0.03%
2,485
+1,120
600
$1.13M 0.03%
9,278
+904
22 23
24
25 26