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
2901
$25K ﹤0.01%
1,409
+537
2902
$25K ﹤0.01%
372
2903
$25K ﹤0.01%
233
2904
$25K ﹤0.01%
927
+175
2905
$25K ﹤0.01%
792
+37
2906
$25K ﹤0.01%
1,027
2907
$25K ﹤0.01%
150
+4
2908
$24K ﹤0.01%
450
+88
2909
$24K ﹤0.01%
3,059
-550
2910
$24K ﹤0.01%
564
-71
2911
$24K ﹤0.01%
3,000
+1,000
2912
$24K ﹤0.01%
710
2913
$24K ﹤0.01%
279
+54
2914
$24K ﹤0.01%
777
-168
2915
$24K ﹤0.01%
1,078
2916
$24K ﹤0.01%
234
+8
2917
$24K ﹤0.01%
170
+5
2918
$24K ﹤0.01%
4,794
+214
2919
$24K ﹤0.01%
+2,000
2920
$24K ﹤0.01%
2,644
-5
2921
$24K ﹤0.01%
56
2922
$24K ﹤0.01%
5,128
+146
2923
$24K ﹤0.01%
464
+28
2924
$24K ﹤0.01%
1,000
2925
$24K ﹤0.01%
239
+11
115 116
117
118 119