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
3251
$17K ﹤0.01%
164
3252
$17K ﹤0.01%
195
3253
$17K ﹤0.01%
188
-12
3254
$17K ﹤0.01%
180
+5
3255
$17K ﹤0.01%
656
+594
3256
$17K ﹤0.01%
780
3257
$17K ﹤0.01%
208
+1
3258
$17K ﹤0.01%
1,230
+33
3259
$17K ﹤0.01%
101
3260
$17K ﹤0.01%
296
+28
3261
$17K ﹤0.01%
+400
3262
$17K ﹤0.01%
156
+9
3263
$17K ﹤0.01%
1,454
3264
$17K ﹤0.01%
1,236
3265
$17K ﹤0.01%
154
3266
$16K ﹤0.01%
6,887
+3,750
3267
$16K ﹤0.01%
1,567
+967
3268
$16K ﹤0.01%
306
+12
3269
$16K ﹤0.01%
113
-2
3270
$16K ﹤0.01%
530
+61
3271
$16K ﹤0.01%
436
+12
3272
$16K ﹤0.01%
502
3273
$16K ﹤0.01%
21
-1
3274
$16K ﹤0.01%
1,309
-2,182
3275
$16K ﹤0.01%
220
+44
129 130
131
132 133