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
4476
$2K ﹤0.01%
55
4477
$2K ﹤0.01%
2,030
4478
$2K ﹤0.01%
+75
4479
$2K ﹤0.01%
71
4480
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208
4481
$2K ﹤0.01%
93
4482
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244
4483
$2K ﹤0.01%
50
4484
– –
0
4485
$2K ﹤0.01%
84
+34
4486
$2K ﹤0.01%
70
4487
– –
0
4488
$1K ﹤0.01%
+20
4489
$1K ﹤0.01%
50
4490
$1K ﹤0.01%
75
4491
$1K ﹤0.01%
101
4492
$1K ﹤0.01%
91
4493
$1K ﹤0.01%
10
4494
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11
4495
$1K ﹤0.01%
5
4496
– –
0
4497
– –
0
4498
$1K ﹤0.01%
66
4499
$1K ﹤0.01%
87
4500
$1K ﹤0.01%
+6
178 179
180
181 182