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
2476
$43K ﹤0.01%
360
+110
2477
$43K ﹤0.01%
3,899
+199
2478
$43K ﹤0.01%
187
+5
2479
$43K ﹤0.01%
1,567
-7
2480
$43K ﹤0.01%
1,052
2481
$43K ﹤0.01%
582
-21
2482
$43K ﹤0.01%
658
-159
2483
$43K ﹤0.01%
411
+47
2484
$43K ﹤0.01%
394
+373
2485
$43K ﹤0.01%
341
+23
2486
$43K ﹤0.01%
3,750
2487
$43K ﹤0.01%
2,100
2488
$43K ﹤0.01%
925
+442
2489
$43K ﹤0.01%
469
+35
2490
$43K ﹤0.01%
1,360
2491
$43K ﹤0.01%
2,620
+526
2492
$43K ﹤0.01%
3,876
+34
2493
$43K ﹤0.01%
2
2494
$43K ﹤0.01%
1,070
2495
$42K ﹤0.01%
500
2496
$42K ﹤0.01%
815
+203
2497
$42K ﹤0.01%
6,884
2498
$42K ﹤0.01%
1,617
+13
2499
$42K ﹤0.01%
655
+49
2500
$42K ﹤0.01%
2,201
98 99
100
101 102