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
2876
$26K ﹤0.01%
532
+500
2877
$26K ﹤0.01%
318
+1
2878
$26K ﹤0.01%
505
+4
2879
$26K ﹤0.01%
1,800
2880
$26K ﹤0.01%
247
-8
2881
$26K ﹤0.01%
287
+96
2882
$26K ﹤0.01%
580
-25
2883
$26K ﹤0.01%
726
+288
2884
$25K ﹤0.01%
900
2885
$25K ﹤0.01%
92
+78
2886
$25K ﹤0.01%
439
+247
2887
$25K ﹤0.01%
446
+164
2888
$25K ﹤0.01%
491
2889
$25K ﹤0.01%
204
+46
2890
$25K ﹤0.01%
615
+473
2891
$25K ﹤0.01%
479
+114
2892
$25K ﹤0.01%
2,000
2893
$25K ﹤0.01%
1,000
2894
$25K ﹤0.01%
281
+109
2895
$25K ﹤0.01%
220
+200
2896
$25K ﹤0.01%
453
+252
2897
$25K ﹤0.01%
1,000
2898
$25K ﹤0.01%
+980
2899
$25K ﹤0.01%
2,109
+19
2900
$25K ﹤0.01%
1,166
114 115
116
117 118