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
2701
$33K ﹤0.01%
955
+182
2702
$33K ﹤0.01%
1,033
+59
2703
$33K ﹤0.01%
619
+2
2704
$33K ﹤0.01%
375
2705
$33K ﹤0.01%
681
+46
2706
$33K ﹤0.01%
729
+12
2707
$33K ﹤0.01%
594
2708
$33K ﹤0.01%
539
+67
2709
$33K ﹤0.01%
3,167
+600
2710
$33K ﹤0.01%
334
+47
2711
$32K ﹤0.01%
439
+158
2712
$32K ﹤0.01%
849
-54
2713
$32K ﹤0.01%
935
+175
2714
$32K ﹤0.01%
1,310
+936
2715
$32K ﹤0.01%
1,772
+229
2716
$32K ﹤0.01%
1,092
2717
$32K ﹤0.01%
1,000
2718
$32K ﹤0.01%
1,541
2719
$32K ﹤0.01%
1,060
+890
2720
$32K ﹤0.01%
1,891
-41
2721
$32K ﹤0.01%
3,684
+3,530
2722
$32K ﹤0.01%
1,826
-80
2723
$32K ﹤0.01%
929
+51
2724
$32K ﹤0.01%
1,746
2725
$32K ﹤0.01%
1,286
107 108
109
110 111