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
4326
$2K ﹤0.01%
64
-10
4327
$2K ﹤0.01%
250
4328
$2K ﹤0.01%
100
4329
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145
4330
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82
4331
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69
4332
$2K ﹤0.01%
264
4333
$2K ﹤0.01%
582
4334
$2K ﹤0.01%
+50
4335
$2K ﹤0.01%
51
+48
4336
$2K ﹤0.01%
25
4337
$2K ﹤0.01%
121
+116
4338
$2K ﹤0.01%
42
4339
$2K ﹤0.01%
498
4340
$2K ﹤0.01%
90
+35
4341
$2K ﹤0.01%
141
4342
$2K ﹤0.01%
1,220
4343
$2K ﹤0.01%
253
4344
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13
4345
$2K ﹤0.01%
25
4346
$2K ﹤0.01%
175
4347
$2K ﹤0.01%
62
+6
4348
$2K ﹤0.01%
10
4349
$2K ﹤0.01%
170
4350
– –
0
172 173
174
175 176