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
4501
$1K ﹤0.01%
11
4502
$1K ﹤0.01%
2
4503
$1K ﹤0.01%
1
4504
$1K ﹤0.01%
6,660
4505
$1K ﹤0.01%
+16
4506
$1K ﹤0.01%
+2
4507
$1K ﹤0.01%
62
+60
4508
$1K ﹤0.01%
20
4509
$1K ﹤0.01%
105
-3
4510
$1K ﹤0.01%
3
4511
$1K ﹤0.01%
50
+45
4512
$1K ﹤0.01%
12
4513
$1K ﹤0.01%
5
4514
$1K ﹤0.01%
15
4515
$1K ﹤0.01%
6
4516
$1K ﹤0.01%
86
4517
$1K ﹤0.01%
+2
4518
$1K ﹤0.01%
30
4519
$1K ﹤0.01%
595
4520
$1K ﹤0.01%
1
4521
$1K ﹤0.01%
109
-2
4522
$1K ﹤0.01%
41
4523
$1K ﹤0.01%
100
-42
4524
$1K ﹤0.01%
25
4525
$1K ﹤0.01%
+3
179 180
181
182 183