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
2726
$32K ﹤0.01%
2,440
2727
$32K ﹤0.01%
1,552
+303
2728
$32K ﹤0.01%
932
2729
$32K ﹤0.01%
358
+70
2730
$32K ﹤0.01%
+1,200
2731
$32K ﹤0.01%
1,800
2732
$32K ﹤0.01%
1,129
2733
$32K ﹤0.01%
303
+5
2734
$32K ﹤0.01%
770
+27
2735
$32K ﹤0.01%
160
2736
$32K ﹤0.01%
2,461
2737
$31K ﹤0.01%
655
+637
2738
$31K ﹤0.01%
427
+5
2739
$31K ﹤0.01%
763
+4
2740
$31K ﹤0.01%
849
2741
$31K ﹤0.01%
4,002
-13
2742
$31K ﹤0.01%
2,036
+50
2743
$31K ﹤0.01%
791
+41
2744
$31K ﹤0.01%
1,553
-15
2745
$31K ﹤0.01%
635
+498
2746
$31K ﹤0.01%
644
+38
2747
$31K ﹤0.01%
537
2748
$31K ﹤0.01%
766
+1
2749
$31K ﹤0.01%
614
2750
$31K ﹤0.01%
239
-2
108 109
110
111 112