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
726
$779K 0.02%
16,878
+851
727
$778K 0.02%
14,617
+299
728
$777K 0.02%
16,088
+1,264
729
$776K 0.02%
16,269
+3,561
730
$767K 0.02%
28,213
-11
731
$766K 0.02%
7,267
+4,900
732
$765K 0.02%
10,713
+5,574
733
$765K 0.02%
22,121
+20,252
734
$763K 0.02%
17,288
+1,910
735
$761K 0.02%
20,772
+1,842
736
$761K 0.02%
14,273
+862
737
$757K 0.02%
29,430
-2,000
738
$755K 0.02%
23,369
+6,239
739
$755K 0.02%
17,359
+3,844
740
$753K 0.02%
30,800
+4,103
741
$753K 0.02%
4,663
-308
742
$750K 0.02%
30,013
+6,112
743
$748K 0.02%
11,770
+350
744
$748K 0.02%
13,079
745
$747K 0.02%
22,474
+1,167
746
$746K 0.02%
8,829
+4
747
$745K 0.02%
3,967
+566
748
$745K 0.02%
5,865
+136
749
$745K 0.02%
63,858
+37,887
750
$738K 0.02%
4,054
+635
28 29
30
31 32