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
2626
$37K ﹤0.01%
274
+33
2627
$36K ﹤0.01%
274
+56
2628
$36K ﹤0.01%
1,763
2629
$36K ﹤0.01%
+72
2630
$36K ﹤0.01%
1,507
2631
$36K ﹤0.01%
1,052
+129
2632
$36K ﹤0.01%
928
+11
2633
$36K ﹤0.01%
181
+47
2634
$36K ﹤0.01%
748
+47
2635
$36K ﹤0.01%
1,072
-180
2636
$36K ﹤0.01%
179
+6
2637
$36K ﹤0.01%
724
2638
$36K ﹤0.01%
5,751
2639
$36K ﹤0.01%
1,861
2640
$36K ﹤0.01%
219
+8
2641
$36K ﹤0.01%
1,076
+202
2642
$36K ﹤0.01%
2,424
2643
$35K ﹤0.01%
739
+3
2644
$35K ﹤0.01%
698
+1
2645
$35K ﹤0.01%
1,802
+300
2646
$35K ﹤0.01%
321
2647
$35K ﹤0.01%
580
-61
2648
$35K ﹤0.01%
870
+600
2649
$35K ﹤0.01%
1,095
2650
$35K ﹤0.01%
502
104 105
106
107 108