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
2751
$31K ﹤0.01%
543
+156
2752
$31K ﹤0.01%
830
+300
2753
$31K ﹤0.01%
317
2754
$31K ﹤0.01%
578
2755
$30K ﹤0.01%
+499
2756
$30K ﹤0.01%
1,000
2757
$30K ﹤0.01%
383
-37
2758
$30K ﹤0.01%
842
+45
2759
$30K ﹤0.01%
2,451
+1,623
2760
$30K ﹤0.01%
5,300
2761
$30K ﹤0.01%
1,500
2762
$30K ﹤0.01%
4,066
-195
2763
$30K ﹤0.01%
161
+89
2764
$30K ﹤0.01%
1,006
+4
2765
$30K ﹤0.01%
2,719
2766
$30K ﹤0.01%
1,051
+42
2767
$30K ﹤0.01%
1,120
2768
$30K ﹤0.01%
394
+4
2769
$30K ﹤0.01%
1,534
+59
2770
$30K ﹤0.01%
193
+12
2771
$30K ﹤0.01%
1,700
+100
2772
$30K ﹤0.01%
622
+1
2773
$30K ﹤0.01%
305
2774
$30K ﹤0.01%
1,250
2775
$30K ﹤0.01%
1,965
+428
109 110
111
112 113