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
176
$4.56M 0.12%
71,006
+690
177
$4.55M 0.12%
39,978
+2,606
178
$4.48M 0.12%
39,156
+17,124
179
$4.4M 0.11%
148,318
+13,199
180
$4.37M 0.11%
56,093
+7,033
181
$4.35M 0.11%
144,233
+5,074
182
$4.3M 0.11%
70,760
+17,364
183
$4.26M 0.11%
168,475
+37,048
184
$4.25M 0.11%
110,054
+1,419
185
$4.21M 0.11%
86,177
+262
186
$4.2M 0.11%
85,469
-1,868
187
$4.2M 0.11%
35,363
+2,310
188
$4.19M 0.11%
52,550
+1,079
189
$4.16M 0.11%
49,037
+3,799
190
$4.15M 0.11%
136,097
+3,173
191
$4.15M 0.11%
146,162
+24,103
192
$4.13M 0.11%
159,685
+20,076
193
$4.11M 0.11%
165,128
+1,088
194
$4.1M 0.11%
36,604
+259
195
$4.09M 0.11%
127,075
-424
196
$4.02M 0.1%
270,191
+42,287
197
$4.01M 0.1%
122,134
+11,669
198
$4.01M 0.1%
60,510
+1,753
199
$4.01M 0.1%
18,392
+960
200
$3.98M 0.1%
7,365
+449
6 7
8
9 10