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
3651
$10K ﹤0.01%
1,804
-7
3652
$10K ﹤0.01%
805
+226
3653
$10K ﹤0.01%
4,600
3654
$10K ﹤0.01%
1,500
3655
$10K ﹤0.01%
224
3656
$10K ﹤0.01%
1,000
3657
$10K ﹤0.01%
2,000
3658
$10K ﹤0.01%
154
+28
3659
$10K ﹤0.01%
90
3660
$10K ﹤0.01%
292
-20
3661
$10K ﹤0.01%
206
3662
$10K ﹤0.01%
188
+10
3663
$10K ﹤0.01%
246
3664
$10K ﹤0.01%
142
3665
$10K ﹤0.01%
703
3666
$10K ﹤0.01%
34
-31
3667
$10K ﹤0.01%
400
3668
$10K ﹤0.01%
750
3669
$10K ﹤0.01%
324
3670
$10K ﹤0.01%
99
+6
3671
$10K ﹤0.01%
400
3672
$10K ﹤0.01%
204
+174
3673
$10K ﹤0.01%
220
3674
$10K ﹤0.01%
102
3675
$10K ﹤0.01%
1,000
145 146
147
148 149