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
4026
$5K ﹤0.01%
138
+2
4027
$5K ﹤0.01%
338
+38
4028
$5K ﹤0.01%
142
-146
4029
$5K ﹤0.01%
86
4030
$5K ﹤0.01%
250
4031
$5K ﹤0.01%
271
+1
4032
$5K ﹤0.01%
76
+23
4033
$5K ﹤0.01%
64
-70
4034
$5K ﹤0.01%
479
4035
$5K ﹤0.01%
260
4036
$5K ﹤0.01%
1,065
+25
4037
$5K ﹤0.01%
309
4038
$5K ﹤0.01%
82
+14
4039
$5K ﹤0.01%
104
4040
$5K ﹤0.01%
1,300
4041
$5K ﹤0.01%
220
+89
4042
$5K ﹤0.01%
263
+176
4043
$5K ﹤0.01%
82
4044
$5K ﹤0.01%
114
4045
$5K ﹤0.01%
405
4046
$5K ﹤0.01%
200
4047
$5K ﹤0.01%
257
4048
$5K ﹤0.01%
85
4049
$5K ﹤0.01%
80
4050
$5K ﹤0.01%
225
-25
160 161
162
163 164