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
2601
$38K ﹤0.01%
301
-170
2602
$38K ﹤0.01%
832
+71
2603
$38K ﹤0.01%
1,517
+1,240
2604
$38K ﹤0.01%
1,452
2605
$38K ﹤0.01%
724
+391
2606
$38K ﹤0.01%
3,980
2607
$37K ﹤0.01%
3,225
2608
$37K ﹤0.01%
1,110
+550
2609
$37K ﹤0.01%
1,405
+595
2610
$37K ﹤0.01%
1,700
2611
$37K ﹤0.01%
1,441
+548
2612
$37K ﹤0.01%
1,339
-17
2613
$37K ﹤0.01%
1,583
-29
2614
$37K ﹤0.01%
712
-4
2615
$37K ﹤0.01%
795
+3
2616
$37K ﹤0.01%
500
2617
$37K ﹤0.01%
734
2618
$37K ﹤0.01%
1,333
+425
2619
$37K ﹤0.01%
247
+33
2620
$37K ﹤0.01%
1,945
2621
$37K ﹤0.01%
500
+40
2622
$37K ﹤0.01%
470
+95
2623
$37K ﹤0.01%
208
+107
2624
$37K ﹤0.01%
2,570
+263
2625
$37K ﹤0.01%
747
-75
103 104
105
106 107