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
51
$12.6M 0.33%
124,587
+31,820
52
$12.4M 0.32%
119,915
+17,996
53
$12.4M 0.32%
333,758
+14,692
54
$12.4M 0.32%
666,258
+57,075
55
$12.4M 0.32%
400,603
+17,764
56
$12.2M 0.32%
48,450
+15
57
$12M 0.31%
242,761
+1,269
58
$11.9M 0.31%
460,330
+41,320
59
$11.9M 0.31%
467,038
+52,508
60
$11.7M 0.3%
239,713
+3,626
61
$11.5M 0.3%
566,548
-1,145
62
$11.4M 0.3%
140,280
-386
63
$11.4M 0.3%
219,723
+5,507
64
$11.3M 0.29%
196,409
+39,732
65
$11.2M 0.29%
341,140
+101,986
66
$11.2M 0.29%
131,320
+6,036
67
$11.2M 0.29%
504,537
+17,352
68
$11M 0.29%
214,843
+15,651
69
$10.9M 0.28%
222,467
+35,404
70
$10.8M 0.28%
358,258
+1,700
71
$10.8M 0.28%
94,174
+4,993
72
$10.8M 0.28%
104,996
+7,239
73
$10.6M 0.28%
283,981
+4,089
74
$10.4M 0.27%
5,148
+948
75
$10.3M 0.27%
222,630
+140,330
1 2
3
4 5