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
2776
$30K ﹤0.01%
408
+18
2777
$30K ﹤0.01%
414
+46
2778
$30K ﹤0.01%
1,500
2779
$30K ﹤0.01%
1,800
2780
$30K ﹤0.01%
810
+307
2781
$30K ﹤0.01%
3,000
2782
$30K ﹤0.01%
66
+56
2783
$30K ﹤0.01%
1,136
-68
2784
$30K ﹤0.01%
3,000
2785
$29K ﹤0.01%
1,196
+1,058
2786
$29K ﹤0.01%
548
2787
$29K ﹤0.01%
296
2788
$29K ﹤0.01%
939
+2
2789
$29K ﹤0.01%
775
2790
$29K ﹤0.01%
551
+49
2791
$29K ﹤0.01%
1,623
+152
2792
$29K ﹤0.01%
573
2793
$29K ﹤0.01%
493
2794
$29K ﹤0.01%
1,160
+817
2795
$29K ﹤0.01%
2,682
-23
2796
$29K ﹤0.01%
1,066
-12
2797
$29K ﹤0.01%
1,000
+168
2798
$29K ﹤0.01%
480
2799
$29K ﹤0.01%
2,579
-126
2800
$29K ﹤0.01%
1,049
-35
110 111
112
113 114