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
2651
$35K ﹤0.01%
1,490
+19
2652
$35K ﹤0.01%
261
-368
2653
$35K ﹤0.01%
1,638
+1,250
2654
$35K ﹤0.01%
886
+59
2655
$35K ﹤0.01%
478
+9
2656
$35K ﹤0.01%
495
+217
2657
$35K ﹤0.01%
+374
2658
$35K ﹤0.01%
1,500
2659
$34K ﹤0.01%
839
+793
2660
$34K ﹤0.01%
2,100
+2,000
2661
$34K ﹤0.01%
1,800
2662
$34K ﹤0.01%
+964
2663
$34K ﹤0.01%
1,015
2664
$34K ﹤0.01%
258
+17
2665
$34K ﹤0.01%
548
2666
$34K ﹤0.01%
2,243
2667
$34K ﹤0.01%
354
2668
$34K ﹤0.01%
636
2669
$34K ﹤0.01%
492
+377
2670
$34K ﹤0.01%
350
+300
2671
$34K ﹤0.01%
538
2672
$34K ﹤0.01%
310
+104
2673
$34K ﹤0.01%
800
+40
2674
$34K ﹤0.01%
946
2675
$34K ﹤0.01%
450
+10
105 106
107
108 109