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
3026
$21K ﹤0.01%
402
-156
3027
$21K ﹤0.01%
825
3028
$21K ﹤0.01%
250
+93
3029
$21K ﹤0.01%
702
3030
$21K ﹤0.01%
594
3031
$21K ﹤0.01%
+140
3032
$21K ﹤0.01%
42
+17
3033
$21K ﹤0.01%
375
-12
3034
$21K ﹤0.01%
186
+67
3035
$21K ﹤0.01%
1,256
+48
3036
$21K ﹤0.01%
695
+1
3037
$21K ﹤0.01%
375
3038
$21K ﹤0.01%
2,253
3039
$21K ﹤0.01%
905
+560
3040
$21K ﹤0.01%
358
+24
3041
$21K ﹤0.01%
1,882
+916
3042
$21K ﹤0.01%
519
+230
3043
$21K ﹤0.01%
+1,092
3044
$21K ﹤0.01%
106
+14
3045
$21K ﹤0.01%
1,285
3046
$21K ﹤0.01%
189
3047
$21K ﹤0.01%
1,457
-195
3048
$21K ﹤0.01%
219
+200
3049
$21K ﹤0.01%
252
+19
3050
$21K ﹤0.01%
996
-63
120 121
122
123 124