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
4301
$3K ﹤0.01%
17
-4
4302
$3K ﹤0.01%
132
4303
$3K ﹤0.01%
1,000
4304
$3K ﹤0.01%
171
-155
4305
$3K ﹤0.01%
116
4306
$2K ﹤0.01%
4
4307
$2K ﹤0.01%
103
4308
$2K ﹤0.01%
110
4309
$2K ﹤0.01%
500
4310
$2K ﹤0.01%
106
4311
$2K ﹤0.01%
10
4312
$2K ﹤0.01%
17
4313
– –
-284
4314
$2K ﹤0.01%
100
4315
$2K ﹤0.01%
29
4316
$2K ﹤0.01%
30
4317
$2K ﹤0.01%
150
4318
$2K ﹤0.01%
2
4319
$2K ﹤0.01%
19
4320
$2K ﹤0.01%
61
4321
$2K ﹤0.01%
133
4322
$2K ﹤0.01%
50
4323
$2K ﹤0.01%
53
4324
$2K ﹤0.01%
5
4325
$2K ﹤0.01%
115
171 172
173
174 175