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
626
$1.03M 0.03%
15,555
+1,251
627
$1.03M 0.03%
12,611
+333
628
$1.03M 0.03%
38,180
+793
629
$1.03M 0.03%
12,074
-240
630
$1.03M 0.03%
24,495
+800
631
$1.02M 0.03%
10,050
+4,437
632
$1.02M 0.03%
39,356
+6,794
633
$1.02M 0.03%
17,604
+1,166
634
$1.01M 0.03%
20,524
+17,104
635
$1.01M 0.03%
22,359
636
$1.01M 0.03%
12,772
+3,319
637
$1.01M 0.03%
166,865
+11,792
638
$1M 0.03%
37,290
+7,570
639
$1M 0.03%
24,977
+450
640
$1M 0.03%
19,965
+325
641
$991K 0.03%
2,032
+370
642
$985K 0.03%
83,637
-75
643
$981K 0.03%
32,698
+342
644
$972K 0.03%
14,814
+298
645
$969K 0.03%
19,216
+1,436
646
$966K 0.03%
20,256
+1,081
647
$965K 0.03%
22,312
+1,077
648
$964K 0.03%
22,741
+656
649
$957K 0.02%
20,839
+87
650
$956K 0.02%
10,834
+1,201
24 25
26
27 28