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
151
$5.34M 0.14%
207,176
+55,730
152
$5.31M 0.14%
293,544
+47,445
153
$5.3M 0.14%
105,570
+1,348
154
$5.29M 0.14%
78,198
+2,631
155
$5.28M 0.14%
96,422
-13,410
156
$5.23M 0.14%
210,613
+67,962
157
$5.09M 0.13%
53,641
+374
158
$5.07M 0.13%
252,854
+3,711
159
$5.02M 0.13%
34,704
+2,999
160
$5M 0.13%
91,091
+5,635
161
$4.98M 0.13%
50,656
+1,015
162
$4.92M 0.13%
42,694
+13,740
163
$4.89M 0.13%
241,854
+25,068
164
$4.85M 0.13%
91,662
+3,755
165
$4.85M 0.13%
42,947
+31,426
166
$4.83M 0.13%
53,562
+5,437
167
$4.79M 0.12%
156,702
+1,115
168
$4.76M 0.12%
126,163
+14,228
169
$4.75M 0.12%
99,404
+5,716
170
$4.74M 0.12%
64,410
+2,590
171
$4.71M 0.12%
125,009
+683
172
$4.71M 0.12%
38,201
+3,002
173
$4.7M 0.12%
176,034
174
$4.6M 0.12%
106,427
+6,720
175
$4.58M 0.12%
99,769
+3,008
5 6
7
8 9