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
3326
$15K ﹤0.01%
622
+142
3327
$15K ﹤0.01%
1,214
3328
$15K ﹤0.01%
38
3329
$15K ﹤0.01%
794
+44
3330
$15K ﹤0.01%
600
3331
$15K ﹤0.01%
719
+4
3332
$15K ﹤0.01%
40
-2
3333
$15K ﹤0.01%
54
3334
$15K ﹤0.01%
22
3335
$15K ﹤0.01%
374
+218
3336
$15K ﹤0.01%
1,508
3337
$15K ﹤0.01%
219
3338
$15K ﹤0.01%
600
3339
$15K ﹤0.01%
117
-75
3340
$15K ﹤0.01%
540
3341
$15K ﹤0.01%
442
+32
3342
$15K ﹤0.01%
328
+28
3343
$15K ﹤0.01%
17
-2
3344
$15K ﹤0.01%
400
3345
$15K ﹤0.01%
3,192
+3
3346
$15K ﹤0.01%
300
3347
$15K ﹤0.01%
53
3348
$15K ﹤0.01%
132
+125
3349
$15K ﹤0.01%
64
+1
3350
$15K ﹤0.01%
378
-5
132 133
134
135 136