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
4376
$2K ﹤0.01%
200
4377
$2K ﹤0.01%
140
+70
4378
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19
4379
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10
+1
4380
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49
4381
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2
4382
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67
4383
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4384
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4385
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81
4386
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+49
4387
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250
4388
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32
4389
$2K ﹤0.01%
142
4390
$2K ﹤0.01%
1
4391
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52
4392
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4393
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4394
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130
4395
$2K ﹤0.01%
+97
4396
$2K ﹤0.01%
41
4397
$2K ﹤0.01%
500
4398
$2K ﹤0.01%
125
4399
$2K ﹤0.01%
1
4400
$2K ﹤0.01%
90
174 175
176
177 178