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
3626
$10K ﹤0.01%
1,012
3627
$10K ﹤0.01%
212
3628
$10K ﹤0.01%
478
3629
$10K ﹤0.01%
64
3630
$10K ﹤0.01%
207
-7
3631
$10K ﹤0.01%
416
3632
$10K ﹤0.01%
1,091
3633
$10K ﹤0.01%
379
3634
$10K ﹤0.01%
295
+60
3635
$10K ﹤0.01%
296
+219
3636
$10K ﹤0.01%
374
+37
3637
$10K ﹤0.01%
193
+53
3638
$10K ﹤0.01%
264
-208
3639
$10K ﹤0.01%
490
3640
$10K ﹤0.01%
440
3641
$10K ﹤0.01%
72
+36
3642
$10K ﹤0.01%
61
+22
3643
$10K ﹤0.01%
384
+136
3644
$10K ﹤0.01%
214
-14
3645
$10K ﹤0.01%
760
3646
$10K ﹤0.01%
6
-660
3647
$10K ﹤0.01%
188
3648
$10K ﹤0.01%
1,050
3649
$10K ﹤0.01%
255
-29
3650
$10K ﹤0.01%
365
144 145
146
147 148