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
3726
$9K ﹤0.01%
256
+235
3727
$9K ﹤0.01%
606
-7
3728
$9K ﹤0.01%
620
3729
$9K ﹤0.01%
405
3730
$9K ﹤0.01%
17
+16
3731
$9K ﹤0.01%
800
3732
$9K ﹤0.01%
900
+300
3733
$9K ﹤0.01%
555
3734
$9K ﹤0.01%
60
+17
3735
$9K ﹤0.01%
2,399
3736
$9K ﹤0.01%
214
-230
3737
$9K ﹤0.01%
161
+50
3738
$9K ﹤0.01%
1,107
+10
3739
$9K ﹤0.01%
182
+125
3740
$9K ﹤0.01%
3,252
+113
3741
$9K ﹤0.01%
68
3742
$9K ﹤0.01%
100
-1
3743
$9K ﹤0.01%
3,700
3744
$9K ﹤0.01%
500
3745
$9K ﹤0.01%
10
3746
$8K ﹤0.01%
4
3747
$8K ﹤0.01%
487
3748
$8K ﹤0.01%
200
3749
$8K ﹤0.01%
2,200
+1,100
3750
$8K ﹤0.01%
60
148 149
150
151 152