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
3376
$14K ﹤0.01%
685
3377
$14K ﹤0.01%
1,214
-25
3378
$14K ﹤0.01%
+567
3379
$14K ﹤0.01%
929
+235
3380
$14K ﹤0.01%
700
3381
$14K ﹤0.01%
229
-26
3382
$14K ﹤0.01%
14
+1
3383
$14K ﹤0.01%
134
+4
3384
$14K ﹤0.01%
231
3385
$14K ﹤0.01%
520
3386
$14K ﹤0.01%
343
-2,160
3387
$14K ﹤0.01%
250
+90
3388
$14K ﹤0.01%
+631
3389
$14K ﹤0.01%
1,120
-77
3390
$14K ﹤0.01%
370
3391
$14K ﹤0.01%
807
+143
3392
$14K ﹤0.01%
452
+221
3393
$14K ﹤0.01%
762
-60
3394
$14K ﹤0.01%
666
3395
$14K ﹤0.01%
10,700
+1,800
3396
$14K ﹤0.01%
32
3397
$14K ﹤0.01%
987
+351
3398
$14K ﹤0.01%
10
3399
$14K ﹤0.01%
1,735
3400
$14K ﹤0.01%
12
+1
134 135
136
137 138