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
4426
$2K ﹤0.01%
8
+4
4427
$2K ﹤0.01%
18
4428
$2K ﹤0.01%
34
4429
$2K ﹤0.01%
100
4430
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38
+4
4431
$2K ﹤0.01%
70
4432
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110
4433
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120
4434
$2K ﹤0.01%
+240
4435
– –
0
4436
$2K ﹤0.01%
332
4437
$2K ﹤0.01%
50
4438
$2K ﹤0.01%
1,200
4439
$2K ﹤0.01%
26
4440
$2K ﹤0.01%
100
4441
$2K ﹤0.01%
41
4442
$2K ﹤0.01%
554
4443
$2K ﹤0.01%
15
4444
$2K ﹤0.01%
61
+53
4445
– –
0
4446
$2K ﹤0.01%
13
4447
– –
0
4448
$2K ﹤0.01%
700
4449
$2K ﹤0.01%
27
4450
$2K ﹤0.01%
128
176 177
178
179 180