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
3476
$13K ﹤0.01%
265
3477
$13K ﹤0.01%
422
+57
3478
$13K ﹤0.01%
1,000
3479
$13K ﹤0.01%
2,700
+200
3480
$13K ﹤0.01%
10,000
3481
$13K ﹤0.01%
704
3482
$13K ﹤0.01%
1,977
3483
$13K ﹤0.01%
836
+699
3484
$13K ﹤0.01%
600
3485
$13K ﹤0.01%
361
3486
$13K ﹤0.01%
1,475
+108
3487
$13K ﹤0.01%
160
+34
3488
$13K ﹤0.01%
15,494
+14,461
3489
$13K ﹤0.01%
284
+191
3490
$13K ﹤0.01%
143
+21
3491
$13K ﹤0.01%
+100
3492
$13K ﹤0.01%
195
+59
3493
$13K ﹤0.01%
271
3494
$13K ﹤0.01%
178
3495
$13K ﹤0.01%
84
+6
3496
$12K ﹤0.01%
32
+19
3497
$12K ﹤0.01%
135
3498
$12K ﹤0.01%
540
3499
$12K ﹤0.01%
57
3500
$12K ﹤0.01%
394
-52
138 139
140
141 142