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
701
$842K 0.02%
33,424
-67
702
$840K 0.02%
73,638
-34,699
703
$839K 0.02%
16,984
+3,118
704
$838K 0.02%
6,336
-2,318
705
$837K 0.02%
66,941
+13,724
706
$837K 0.02%
11,013
+1,249
707
$832K 0.02%
37,610
+1,000
708
$831K 0.02%
20,374
+5,805
709
$828K 0.02%
13,355
+302
710
$825K 0.02%
20,309
-3
711
$824K 0.02%
21,540
-202
712
$822K 0.02%
30,870
+2,238
713
$822K 0.02%
14,327
+3,063
714
$820K 0.02%
29,775
+5,353
715
$820K 0.02%
18,654
+7,534
716
$814K 0.02%
36,898
-4,128
717
$808K 0.02%
13,472
-141
718
$808K 0.02%
5,594
+5,453
719
$803K 0.02%
9,074
+1,117
720
$803K 0.02%
30,500
+500
721
$792K 0.02%
75,537
+61,516
722
$791K 0.02%
25,995
+19,981
723
$789K 0.02%
24,330
+280
724
$780K 0.02%
59,912
+29,676
725
$780K 0.02%
11,189
+1,660
27 28
29
30 31