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
2501
$42K ﹤0.01%
5,000
2502
$42K ﹤0.01%
3,346
+416
2503
$42K ﹤0.01%
1,321
2504
$42K ﹤0.01%
2,205
-115
2505
$42K ﹤0.01%
1,240
2506
$42K ﹤0.01%
1,727
2507
$42K ﹤0.01%
1,878
+1,082
2508
$42K ﹤0.01%
809
2509
$42K ﹤0.01%
356
+47
2510
$42K ﹤0.01%
1,382
+14
2511
$42K ﹤0.01%
2,104
2512
$42K ﹤0.01%
786
+400
2513
$42K ﹤0.01%
810
+107
2514
$42K ﹤0.01%
2,803
-167
2515
$42K ﹤0.01%
1,231
-45
2516
$42K ﹤0.01%
3,156
+343
2517
$41K ﹤0.01%
271
-42
2518
$41K ﹤0.01%
1,502
+39
2519
$41K ﹤0.01%
10,485
-2,199
2520
$41K ﹤0.01%
4,494
+65
2521
$41K ﹤0.01%
2,195
+46
2522
$41K ﹤0.01%
1,800
2523
$41K ﹤0.01%
1,761
+16
2524
$41K ﹤0.01%
2,720
+1,320
2525
$41K ﹤0.01%
1,900
+390
99 100
101
102 103