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
3226
$17K ﹤0.01%
68
+7
3227
$17K ﹤0.01%
244
3228
$17K ﹤0.01%
149
3229
$17K ﹤0.01%
570
-53
3230
$17K ﹤0.01%
3,915
+3,900
3231
$17K ﹤0.01%
17
+1
3232
$17K ﹤0.01%
104
3233
$17K ﹤0.01%
4,741
3234
$17K ﹤0.01%
234
+77
3235
$17K ﹤0.01%
58
3236
$17K ﹤0.01%
104
3237
$17K ﹤0.01%
400
3238
$17K ﹤0.01%
925
+531
3239
$17K ﹤0.01%
1,197
3240
$17K ﹤0.01%
72
3241
$17K ﹤0.01%
156
+16
3242
$17K ﹤0.01%
726
-53
3243
$17K ﹤0.01%
217
+1
3244
$17K ﹤0.01%
624
+24
3245
$17K ﹤0.01%
375
+159
3246
$17K ﹤0.01%
761
+8
3247
$17K ﹤0.01%
83
3248
$17K ﹤0.01%
1,042
3249
$17K ﹤0.01%
172
+76
3250
$17K ﹤0.01%
442
-3
128 129
130
131 132