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
3676
$10K ﹤0.01%
150
+15
3677
$10K ﹤0.01%
148
+144
3678
$10K ﹤0.01%
778
-672
3679
$10K ﹤0.01%
235
3680
$10K ﹤0.01%
240
-2
3681
$10K ﹤0.01%
400
3682
$10K ﹤0.01%
403
+1
3683
$10K ﹤0.01%
401
-200
3684
$10K ﹤0.01%
95
+82
3685
$10K ﹤0.01%
4
3686
$10K ﹤0.01%
529
+178
3687
$10K ﹤0.01%
+15
3688
$9K ﹤0.01%
90
+2
3689
$9K ﹤0.01%
290
3690
$9K ﹤0.01%
51
3691
$9K ﹤0.01%
350
3692
$9K ﹤0.01%
100
3693
$9K ﹤0.01%
250
3694
$9K ﹤0.01%
360
3695
$9K ﹤0.01%
70
+51
3696
$9K ﹤0.01%
215
3697
$9K ﹤0.01%
375
+180
3698
$9K ﹤0.01%
164
3699
$9K ﹤0.01%
275
3700
$9K ﹤0.01%
300
146 147
148
149 150