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
101
$7.59M 0.2%
100,183
+1,610
102
$7.53M 0.2%
68,270
+4,915
103
$7.41M 0.19%
94,413
+149
104
$7.28M 0.19%
155,994
+28,868
105
$7.15M 0.19%
68,287
+3,233
106
$6.99M 0.18%
82,076
+38,281
107
$6.88M 0.18%
164,834
+757
108
$6.86M 0.18%
271,176
+2,808
109
$6.75M 0.18%
53,473
+583
110
$6.7M 0.17%
201,520
+140,258
111
$6.67M 0.17%
329,034
+86,527
112
$6.65M 0.17%
148,108
+13,640
113
$6.57M 0.17%
138,368
+5,313
114
$6.57M 0.17%
264,707
+115,120
115
$6.53M 0.17%
61,247
+5,073
116
$6.52M 0.17%
130,559
+17,665
117
$6.47M 0.17%
31,049
+932
118
$6.44M 0.17%
61,532
+4,182
119
$6.43M 0.17%
67,674
+13,930
120
$6.4M 0.17%
50,172
+7,943
121
$6.4M 0.17%
128,433
+28,687
122
$6.39M 0.17%
97,575
+1,663
123
$6.33M 0.17%
200,209
+18,911
124
$6.29M 0.16%
10,675
+8,806
125
$6.23M 0.16%
34,218
+12,330
3 4
5
6 7