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
126
$6.23M 0.16%
145,006
+13,870
127
$6.11M 0.16%
176,859
+24,928
128
$6.05M 0.16%
20,384
+337
129
$6.03M 0.16%
70,614
+660
130
$6.01M 0.16%
311,778
+12,900
131
$6M 0.16%
113,752
+4,198
132
$5.98M 0.16%
120,126
+1,877
133
$5.97M 0.16%
164,609
+11,983
134
$5.95M 0.16%
108,349
+3,205
135
$5.92M 0.15%
60,151
+4,121
136
$5.92M 0.15%
72,796
-217
137
$5.92M 0.15%
59,425
+34,178
138
$5.88M 0.15%
232,929
+29,803
139
$5.84M 0.15%
+6,748
140
$5.75M 0.15%
50,280
-47,425
141
$5.71M 0.15%
133,159
+3,072
142
$5.63M 0.15%
56,445
-574
143
$5.58M 0.15%
65,820
+5,891
144
$5.53M 0.14%
185,113
+8,420
145
$5.53M 0.14%
218,784
+3,474
146
$5.49M 0.14%
40,999
+1,216
147
$5.49M 0.14%
88,184
-2,440
148
$5.45M 0.14%
69,933
+6,078
149
$5.45M 0.14%
92,754
+4,595
150
$5.4M 0.14%
57,484
+8,100
4 5
6
7 8