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
3101
$20K ﹤0.01%
530
3102
$20K ﹤0.01%
231
+25
3103
$20K ﹤0.01%
177
+21
3104
$20K ﹤0.01%
703
+150
3105
$20K ﹤0.01%
+600
3106
$20K ﹤0.01%
521
+300
3107
$20K ﹤0.01%
944
+584
3108
$20K ﹤0.01%
1,673
3109
$20K ﹤0.01%
200
3110
$19K ﹤0.01%
380
3111
$19K ﹤0.01%
1,026
+816
3112
$19K ﹤0.01%
665
+60
3113
$19K ﹤0.01%
1,600
+1,000
3114
$19K ﹤0.01%
108
-7
3115
$19K ﹤0.01%
+750
3116
$19K ﹤0.01%
177
+17
3117
$19K ﹤0.01%
162
-1
3118
$19K ﹤0.01%
427
-147
3119
$19K ﹤0.01%
+725
3120
$19K ﹤0.01%
208
-64
3121
$19K ﹤0.01%
488
3122
$19K ﹤0.01%
517
3123
$19K ﹤0.01%
246
+95
3124
$19K ﹤0.01%
57
+41
3125
$19K ﹤0.01%
3,000
123 124
125
126 127