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
2676
$34K ﹤0.01%
2,829
+1,889
2677
$34K ﹤0.01%
205
2678
$34K ﹤0.01%
273
+7
2679
$33K ﹤0.01%
896
+432
2680
$33K ﹤0.01%
301
+4
2681
$33K ﹤0.01%
1,033
2682
$33K ﹤0.01%
4,597
2683
$33K ﹤0.01%
54
2684
$33K ﹤0.01%
1,163
+106
2685
$33K ﹤0.01%
288
2686
$33K ﹤0.01%
1,252
+1,032
2687
$33K ﹤0.01%
1,307
+18
2688
$33K ﹤0.01%
+150
2689
$33K ﹤0.01%
182
+15
2690
$33K ﹤0.01%
2,197
-150
2691
$33K ﹤0.01%
1,665
2692
$33K ﹤0.01%
1,109
2693
$33K ﹤0.01%
750
2694
$33K ﹤0.01%
272
2695
$33K ﹤0.01%
3,100
2696
$33K ﹤0.01%
411
+3
2697
$33K ﹤0.01%
11
2698
$33K ﹤0.01%
545
+1
2699
$33K ﹤0.01%
117
+17
2700
$33K ﹤0.01%
495
106 107
108
109 110