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
4401
$2K ﹤0.01%
28
4402
$2K ﹤0.01%
120
4403
$2K ﹤0.01%
27
+1
4404
$2K ﹤0.01%
104
4405
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5
4406
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97
4407
$2K ﹤0.01%
+25
4408
$2K ﹤0.01%
74
4409
$2K ﹤0.01%
5
4410
$2K ﹤0.01%
20
4411
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100
4412
$2K ﹤0.01%
106
+19
4413
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20
4414
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66
+1
4415
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220
4416
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32
4417
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400
4418
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94
-18
4419
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22
+1
4420
$2K ﹤0.01%
121
4421
$2K ﹤0.01%
81
4422
$2K ﹤0.01%
72
4423
$2K ﹤0.01%
+5
4424
$2K ﹤0.01%
+3
4425
$2K ﹤0.01%
+6
175 176
177
178 179