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
4451
$2K ﹤0.01%
136
4452
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80
4453
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253
4454
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24
4455
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100
4456
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76
4457
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29
4458
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63
-214
4459
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1
4460
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50
+26
4461
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62
4462
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4463
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30
4464
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33
4465
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250
4466
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24
4467
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4468
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4469
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+100
4470
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2
4471
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2
4472
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6
4473
$2K ﹤0.01%
+306
4474
$2K ﹤0.01%
51
-12
4475
$2K ﹤0.01%
34
+17
177 178
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180 181