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
201
$3.98M 0.1%
176,377
+10,897
202
$3.97M 0.1%
160,429
203
$3.94M 0.1%
157,011
+472
204
$3.93M 0.1%
136,656
+9,169
205
$3.91M 0.1%
144,298
+5,335
206
$3.88M 0.1%
156,641
+156,264
207
$3.88M 0.1%
137,986
+21,474
208
$3.87M 0.1%
38,046
+24,243
209
$3.87M 0.1%
31,897
+440
210
$3.86M 0.1%
143,186
+9,707
211
$3.85M 0.1%
78,814
+3,437
212
$3.85M 0.1%
32,046
+2,261
213
$3.82M 0.1%
64,363
+2,810
214
$3.8M 0.1%
43,064
+1,840
215
$3.79M 0.1%
152,342
+377
216
$3.79M 0.1%
26,254
+1,681
217
$3.76M 0.1%
65,904
218
$3.76M 0.1%
59,255
+8,410
219
$3.74M 0.1%
61,578
+6,847
220
$3.74M 0.1%
48,190
+5,533
221
$3.73M 0.1%
151,031
+6,420
222
$3.7M 0.1%
368,943
+368,443
223
$3.7M 0.1%
201,528
+12,042
224
$3.67M 0.1%
11,111
+1,365
225
$3.67M 0.1%
14,009
+701
7 8
9
10 11