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
2551
$40K ﹤0.01%
2,581
+1,762
2552
$40K ﹤0.01%
574
+317
2553
$40K ﹤0.01%
+2,000
2554
$40K ﹤0.01%
1,742
-1,854
2555
$39K ﹤0.01%
329
2556
$39K ﹤0.01%
869
+71
2557
$39K ﹤0.01%
+923
2558
$39K ﹤0.01%
745
2559
$39K ﹤0.01%
1,670
2560
$39K ﹤0.01%
545
+122
2561
$39K ﹤0.01%
1,081
2562
$39K ﹤0.01%
1,590
+5
2563
$39K ﹤0.01%
1,311
+102
2564
$39K ﹤0.01%
688
-16
2565
$39K ﹤0.01%
901
+121
2566
$39K ﹤0.01%
1,919
2567
$39K ﹤0.01%
497
2568
$39K ﹤0.01%
1,187
+2
2569
$39K ﹤0.01%
668
2570
$38K ﹤0.01%
2,027
+1,500
2571
$38K ﹤0.01%
600
2572
$38K ﹤0.01%
1,231
+865
2573
$38K ﹤0.01%
757
+37
2574
$38K ﹤0.01%
1,170
+433
2575
$38K ﹤0.01%
1,480
+115
101 102
103
104 105