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
3201
$18K ﹤0.01%
654
3202
$18K ﹤0.01%
14
+11
3203
$18K ﹤0.01%
84
+18
3204
$18K ﹤0.01%
403
3205
$18K ﹤0.01%
298
3206
$18K ﹤0.01%
+61
3207
$18K ﹤0.01%
381
+33
3208
$18K ﹤0.01%
616
+3
3209
$18K ﹤0.01%
741
+2
3210
$18K ﹤0.01%
590
+183
3211
$18K ﹤0.01%
1,220
+12
3212
$18K ﹤0.01%
1,116
-1
3213
$18K ﹤0.01%
500
+259
3214
$18K ﹤0.01%
1,008
+689
3215
$18K ﹤0.01%
1,112
-59
3216
$18K ﹤0.01%
645
3217
$18K ﹤0.01%
114
3218
$18K ﹤0.01%
76
-22
3219
$18K ﹤0.01%
2,701
3220
$18K ﹤0.01%
525
3221
$18K ﹤0.01%
44
3222
– –
0
3223
$17K ﹤0.01%
590
+540
3224
$17K ﹤0.01%
39
-21
3225
$17K ﹤0.01%
58
127 128
129
130 131