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
676
$889K 0.02%
11,853
+719
677
$889K 0.02%
8,230
+672
678
$888K 0.02%
16,422
+4,366
679
$885K 0.02%
19,862
+1,690
680
$884K 0.02%
18,343
+6,976
681
$880K 0.02%
58,316
+2,086
682
$879K 0.02%
39,435
+4,280
683
$875K 0.02%
32,854
-118
684
$874K 0.02%
87,057
+798
685
$870K 0.02%
24,719
-4
686
$869K 0.02%
16,781
+728
687
$868K 0.02%
16,639
+1,844
688
$868K 0.02%
37,650
+500
689
$865K 0.02%
35,398
-109
690
$862K 0.02%
10,676
+1,135
691
$862K 0.02%
42,866
+11,348
692
$857K 0.02%
104,227
+34,720
693
$855K 0.02%
14,867
+1,429
694
$853K 0.02%
34,813
+2
695
$853K 0.02%
19,458
+4
696
$848K 0.02%
14,608
+1,313
697
$846K 0.02%
11,960
+938
698
$845K 0.02%
3,072
+82
699
$845K 0.02%
7,928
+613
700
$844K 0.02%
29,753
+2,421
26 27
28
29 30