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
2576
$38K ﹤0.01%
396
+133
2577
$38K ﹤0.01%
6,828
+865
2578
$38K ﹤0.01%
1,717
+803
2579
$38K ﹤0.01%
1,241
+174
2580
$38K ﹤0.01%
2,005
-21
2581
$38K ﹤0.01%
424
+154
2582
$38K ﹤0.01%
1,287
2583
$38K ﹤0.01%
4,555
2584
$38K ﹤0.01%
902
+104
2585
$38K ﹤0.01%
819
+19
2586
$38K ﹤0.01%
1,437
2587
$38K ﹤0.01%
100
2588
$38K ﹤0.01%
356
+253
2589
$38K ﹤0.01%
2,644
2590
$38K ﹤0.01%
1,502
+709
2591
$38K ﹤0.01%
412
-1,188
2592
$38K ﹤0.01%
1,930
-139
2593
$38K ﹤0.01%
2,430
+33
2594
$38K ﹤0.01%
530
+140
2595
$38K ﹤0.01%
4,000
2596
$38K ﹤0.01%
243
+83
2597
$38K ﹤0.01%
6,026
-72
2598
$38K ﹤0.01%
3,737
+3,100
2599
$38K ﹤0.01%
361
+5
2600
$38K ﹤0.01%
40
102 103
104
105 106