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
2826
$28K ﹤0.01%
2,685
2827
$28K ﹤0.01%
1,175
2828
$28K ﹤0.01%
2,000
2829
$28K ﹤0.01%
2,146
2830
$27K ﹤0.01%
1,342
2831
$27K ﹤0.01%
593
2832
$27K ﹤0.01%
2,180
+5
2833
$27K ﹤0.01%
230
+1
2834
$27K ﹤0.01%
15,000
2835
$27K ﹤0.01%
+2,300
2836
$27K ﹤0.01%
510
2837
$27K ﹤0.01%
214
2838
$27K ﹤0.01%
107
+19
2839
$27K ﹤0.01%
883
-21
2840
$27K ﹤0.01%
533
+123
2841
$27K ﹤0.01%
750
2842
$27K ﹤0.01%
1,210
2843
$27K ﹤0.01%
2,557
+177
2844
$27K ﹤0.01%
262
+17
2845
$27K ﹤0.01%
812
+111
2846
$27K ﹤0.01%
739
+4
2847
$27K ﹤0.01%
64
2848
$27K ﹤0.01%
3,057
2849
$27K ﹤0.01%
638
+142
2850
$27K ﹤0.01%
1,733
+20
112 113
114
115 116