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
76
$10.3M 0.27%
343,838
+38,432
77
$10.3M 0.27%
94,178
+4,898
78
$10.1M 0.26%
55,812
+16,009
79
$9.85M 0.26%
107,640
+7,991
80
$9.84M 0.26%
563,675
+83,062
81
$9.74M 0.25%
191,163
+2,789
82
$9.55M 0.25%
240,440
+43,315
83
$9.4M 0.25%
392,158
+6,188
84
$9.33M 0.24%
76,988
+7,011
85
$9.27M 0.24%
87,255
-2,863
86
$9.24M 0.24%
204,359
+6,031
87
$9.15M 0.24%
128,178
+34,055
88
$9.12M 0.24%
237,050
+97,607
89
$9.08M 0.24%
250,448
-115,243
90
$8.97M 0.23%
60,524
+102
91
$8.9M 0.23%
82,642
-1,469
92
$8.64M 0.23%
358,454
-4,205
93
$8.38M 0.22%
338,832
94
$8.34M 0.22%
72,329
-4,443
95
$8.31M 0.22%
391,191
-9,352
96
$8.12M 0.21%
50,679
+7,603
97
$7.99M 0.21%
135,706
+3,620
98
$7.84M 0.2%
47,276
-247
99
$7.77M 0.2%
68,950
+25,192
100
$7.7M 0.2%
127,515
+19
2 3
4
5 6