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
2926
$24K ﹤0.01%
251
+236
2927
$24K ﹤0.01%
49
2928
$24K ﹤0.01%
147
-59
2929
$24K ﹤0.01%
987
+331
2930
$24K ﹤0.01%
675
+25
2931
$24K ﹤0.01%
279
+21
2932
$24K ﹤0.01%
604
-52
2933
$24K ﹤0.01%
76,603
+8,795
2934
$24K ﹤0.01%
386
+209
2935
$24K ﹤0.01%
526
+146
2936
$24K ﹤0.01%
109
-23
2937
$24K ﹤0.01%
380
+31
2938
$24K ﹤0.01%
+1,000
2939
$24K ﹤0.01%
857
+31
2940
$24K ﹤0.01%
538
+369
2941
$24K ﹤0.01%
1,562
+291
2942
$24K ﹤0.01%
805
2943
– –
0
2944
$24K ﹤0.01%
677
-2
2945
$24K ﹤0.01%
1,397
+396
2946
$24K ﹤0.01%
450
2947
$24K ﹤0.01%
375
2948
$23K ﹤0.01%
883
+518
2949
$23K ﹤0.01%
2,500
2950
$23K ﹤0.01%
1,350
116 117
118
119 120