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
3176
$18K ﹤0.01%
67
3177
$18K ﹤0.01%
34
+33
3178
$18K ﹤0.01%
744
3179
$18K ﹤0.01%
2,080
3180
$18K ﹤0.01%
562
+503
3181
$18K ﹤0.01%
116
-417
3182
$18K ﹤0.01%
517
+20
3183
$18K ﹤0.01%
903
3184
$18K ﹤0.01%
270
3185
$18K ﹤0.01%
423
3186
$18K ﹤0.01%
1,632
3187
$18K ﹤0.01%
1,276
+638
3188
$18K ﹤0.01%
1,283
+1,100
3189
$18K ﹤0.01%
1,219
-17
3190
$18K ﹤0.01%
45
-73
3191
$18K ﹤0.01%
+92
3192
$18K ﹤0.01%
2,528
3193
$18K ﹤0.01%
1,000
+650
3194
$18K ﹤0.01%
485
3195
$18K ﹤0.01%
+440
3196
$18K ﹤0.01%
121
-1
3197
$18K ﹤0.01%
297
3198
$18K ﹤0.01%
+107
3199
$18K ﹤0.01%
600
3200
$18K ﹤0.01%
438
-68
126 127
128
129 130