IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$161M 4.2%
220,616
+5,476
2
$111M 2.89%
100,639
+4,799
3
$85.4M 2.23%
291,763
+19,243
4
$71.5M 1.86%
766,023
+30,052
5
$40M 1.04%
1,828,308
+63,297
6
$38.2M 1%
417,370
+201,417
7
$35.4M 0.92%
308,629
+41,316
8
$32.4M 0.85%
152,659
+32,488
9
$30.8M 0.8%
688,630
+51,884
10
$30M 0.78%
296,145
+39,308
11
$28.2M 0.73%
468,813
+443,845
12
$25.1M 0.65%
299,841
+69,042
13
$24.8M 0.65%
1,300,832
+164,908
14
$24.2M 0.63%
138,683
+9,611
15
$24.1M 0.63%
120,944
+5,087
16
$24M 0.63%
289,352
+21,374
17
$23.7M 0.62%
471,647
+24,634
18
$23M 0.6%
1,061,283
-13,609
19
$22.9M 0.6%
273,100
+33,185
20
$22.8M 0.59%
453,144
+452,549
21
$22.3M 0.58%
907,475
+97,921
22
$21.7M 0.57%
199,736
+40,234
23
$20.9M 0.55%
643,309
+31,990
24
$20.7M 0.54%
103,536
+1,905
25
$20.2M 0.53%
341,432
-7,109
1
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