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
2526
$41K ﹤0.01%
712
+406
2527
$41K ﹤0.01%
1,948
+141
2528
$41K ﹤0.01%
4,835
+4,351
2529
$41K ﹤0.01%
1,600
2530
$41K ﹤0.01%
+480
2531
$41K ﹤0.01%
1,452
+12
2532
$41K ﹤0.01%
433
+233
2533
$41K ﹤0.01%
58
2534
$41K ﹤0.01%
2,399
+99
2535
$41K ﹤0.01%
1,034
-150
2536
$40K ﹤0.01%
338
-304
2537
$40K ﹤0.01%
2,009
+6
2538
$40K ﹤0.01%
313
+90
2539
$40K ﹤0.01%
2,600
+1,600
2540
$40K ﹤0.01%
724
2541
$40K ﹤0.01%
+1,552
2542
$40K ﹤0.01%
1,062
+183
2543
$40K ﹤0.01%
4,000
2544
$40K ﹤0.01%
1,618
+750
2545
$40K ﹤0.01%
1,624
+93
2546
$40K ﹤0.01%
2,595
+456
2547
$40K ﹤0.01%
1,399
2548
$40K ﹤0.01%
+1,000
2549
$40K ﹤0.01%
404
+90
2550
$40K ﹤0.01%
466
100 101
102
103 104