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
651
$954K 0.02%
+38,175
652
$950K 0.02%
14,918
+1,482
653
$949K 0.02%
12,922
+1,397
654
$944K 0.02%
28,903
+28,577
655
$943K 0.02%
17,491
+131
656
$941K 0.02%
14,273
+2,985
657
$935K 0.02%
16,495
+484
658
$929K 0.02%
16,598
+1,524
659
$928K 0.02%
22,055
+3,014
660
$924K 0.02%
45,755
+18,639
661
$922K 0.02%
24
+10
662
$919K 0.02%
12,616
-197
663
$915K 0.02%
36,503
+9,745
664
$913K 0.02%
4,645
-15
665
$912K 0.02%
1,503
+89
666
$909K 0.02%
7,527
+2,650
667
$908K 0.02%
38,329
-6,404
668
$908K 0.02%
14,500
+2,203
669
$905K 0.02%
86,123
670
$904K 0.02%
10,000
671
$900K 0.02%
10,132
+1,546
672
$898K 0.02%
8,457
+98
673
$897K 0.02%
41,421
+3,588
674
$897K 0.02%
7,908
-349
675
$896K 0.02%
13,087
+740
25 26
27
28 29