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
4351
$2K ﹤0.01%
77
+2
4352
$2K ﹤0.01%
53
4353
$2K ﹤0.01%
39
4354
$2K ﹤0.01%
35
4355
$2K ﹤0.01%
52
+2
4356
$2K ﹤0.01%
125
4357
$2K ﹤0.01%
10
4358
$2K ﹤0.01%
74
4359
$2K ﹤0.01%
40
4360
$2K ﹤0.01%
247
4361
– –
0
4362
$2K ﹤0.01%
3
4363
$2K ﹤0.01%
19
4364
$2K ﹤0.01%
62
4365
$2K ﹤0.01%
35
4366
$2K ﹤0.01%
3
4367
$2K ﹤0.01%
2
4368
$2K ﹤0.01%
65
4369
$2K ﹤0.01%
43
4370
$2K ﹤0.01%
68
4371
$2K ﹤0.01%
112
+83
4372
$2K ﹤0.01%
254
4373
$2K ﹤0.01%
+504
4374
$2K ﹤0.01%
56
+15
4375
$2K ﹤0.01%
77
173 174
175
176 177