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
3401
$14K ﹤0.01%
217
+17
3402
$14K ﹤0.01%
108
+77
3403
$14K ﹤0.01%
314
+2
3404
$14K ﹤0.01%
19
-2
3405
$14K ﹤0.01%
12
-2
3406
$14K ﹤0.01%
413
-65
3407
$14K ﹤0.01%
636
+452
3408
$14K ﹤0.01%
32
3409
$14K ﹤0.01%
351
+1
3410
$14K ﹤0.01%
566
+514
3411
$14K ﹤0.01%
2,540
3412
$14K ﹤0.01%
171
+2
3413
$14K ﹤0.01%
56
3414
$14K ﹤0.01%
341
+62
3415
$14K ﹤0.01%
1
3416
$14K ﹤0.01%
150
3417
$14K ﹤0.01%
295
+100
3418
$14K ﹤0.01%
707
+186
3419
$14K ﹤0.01%
293
+1
3420
$14K ﹤0.01%
338
3421
$14K ﹤0.01%
270
3422
$14K ﹤0.01%
+301
3423
$14K ﹤0.01%
11
+1
3424
$14K ﹤0.01%
24
+1
3425
$14K ﹤0.01%
617
+6
135 136
137
138 139