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
2801
$29K ﹤0.01%
5,871
+85
2802
$29K ﹤0.01%
431
+181
2803
$29K ﹤0.01%
1,150
2804
$29K ﹤0.01%
1,577
2805
$29K ﹤0.01%
114
2806
$29K ﹤0.01%
972
2807
$28K ﹤0.01%
481
2808
$28K ﹤0.01%
364
+98
2809
$28K ﹤0.01%
1,600
2810
$28K ﹤0.01%
1,320
-4
2811
$28K ﹤0.01%
567
2812
$28K ﹤0.01%
245
+148
2813
$28K ﹤0.01%
538
+39
2814
$28K ﹤0.01%
651
+373
2815
$28K ﹤0.01%
1,891
+11
2816
$28K ﹤0.01%
150
2817
$28K ﹤0.01%
279
+210
2818
$28K ﹤0.01%
4,187
+750
2819
$28K ﹤0.01%
648
2820
$28K ﹤0.01%
679
2821
$28K ﹤0.01%
593
+63
2822
$28K ﹤0.01%
417
+8
2823
$28K ﹤0.01%
36
+15
2824
$28K ﹤0.01%
1,471
-50
2825
$28K ﹤0.01%
698
111 112
113
114 115