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
3001
$22K ﹤0.01%
792
+40
3002
$22K ﹤0.01%
107
3003
$22K ﹤0.01%
145
+17
3004
$22K ﹤0.01%
209
3005
$22K ﹤0.01%
163
-1
3006
$22K ﹤0.01%
1,585
3007
$22K ﹤0.01%
666
-50
3008
$22K ﹤0.01%
770
3009
$22K ﹤0.01%
124
+41
3010
$22K ﹤0.01%
2,984
+515
3011
$22K ﹤0.01%
112
+1
3012
$22K ﹤0.01%
1,800
3013
$22K ﹤0.01%
643
+25
3014
$22K ﹤0.01%
352
+63
3015
$22K ﹤0.01%
1,190
+350
3016
$22K ﹤0.01%
425
3017
$22K ﹤0.01%
3,459
3018
$22K ﹤0.01%
716
+663
3019
$22K ﹤0.01%
517
+17
3020
$22K ﹤0.01%
1,517
-9
3021
$22K ﹤0.01%
860
+101
3022
$22K ﹤0.01%
464
3023
$22K ﹤0.01%
1,000
3024
$21K ﹤0.01%
836
3025
$21K ﹤0.01%
+870
119 120
121
122 123