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
3601
$11K ﹤0.01%
10
3602
$11K ﹤0.01%
225
3603
$11K ﹤0.01%
294
-5
3604
$11K ﹤0.01%
220
3605
$11K ﹤0.01%
43
3606
$11K ﹤0.01%
388
3607
$11K ﹤0.01%
709
-90
3608
$11K ﹤0.01%
162
-1
3609
$11K ﹤0.01%
3,059
3610
$11K ﹤0.01%
390
3611
$11K ﹤0.01%
500
3612
$11K ﹤0.01%
1,175
-47
3613
$11K ﹤0.01%
+828
3614
$11K ﹤0.01%
43
3615
$10K ﹤0.01%
150
3616
$10K ﹤0.01%
270
+250
3617
$10K ﹤0.01%
200
3618
$10K ﹤0.01%
167
+116
3619
$10K ﹤0.01%
506
3620
$10K ﹤0.01%
239
+100
3621
$10K ﹤0.01%
3
3622
$10K ﹤0.01%
533
+98
3623
$10K ﹤0.01%
2,760
+307
3624
$10K ﹤0.01%
750
3625
$10K ﹤0.01%
650
143 144
145
146 147