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
601
$1.13M 0.03%
33,338
+229
602
$1.13M 0.03%
15,365
+1,367
603
$1.12M 0.03%
10,386
-1,146
604
$1.12M 0.03%
14,585
+1,353
605
$1.12M 0.03%
21,903
-2,161
606
$1.12M 0.03%
24,284
+2,782
607
$1.11M 0.03%
34,603
+27,763
608
$1.11M 0.03%
44,377
+4,123
609
$1.1M 0.03%
22,917
+222
610
$1.1M 0.03%
4,716
+373
611
$1.1M 0.03%
31,499
-11,924
612
$1.1M 0.03%
16,667
+255
613
$1.09M 0.03%
72,566
614
$1.08M 0.03%
43,760
-150
615
$1.08M 0.03%
9,408
+124
616
$1.08M 0.03%
46,770
+220
617
$1.06M 0.03%
8,415
618
$1.06M 0.03%
94,642
619
$1.06M 0.03%
5,708
620
$1.05M 0.03%
52,328
+3,995
621
$1.05M 0.03%
46,493
+12,461
622
$1.04M 0.03%
35,670
-1,890
623
$1.04M 0.03%
31,939
+1,078
624
$1.04M 0.03%
41,325
+339
625
$1.03M 0.03%
25,635
+4,824
23 24
25
26 27