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
751
$737K 0.02%
31,990
752
$737K 0.02%
24,045
+388
753
$737K 0.02%
7,312
+339
754
$731K 0.02%
28,964
+22,214
755
$731K 0.02%
15,746
+15,736
756
$730K 0.02%
13,958
+3,106
757
$725K 0.02%
35,684
+3,341
758
$722K 0.02%
18,005
-1,990
759
$722K 0.02%
17,609
+985
760
$721K 0.02%
12,573
+346
761
$719K 0.02%
28,735
+22,856
762
$717K 0.02%
10,247
-662
763
$715K 0.02%
6,717
+2,295
764
$715K 0.02%
29,586
+1,833
765
$713K 0.02%
26,732
+12,846
766
$712K 0.02%
10,696
+715
767
$710K 0.02%
17,845
-155
768
$710K 0.02%
10,209
+581
769
$706K 0.02%
6,360
+470
770
$705K 0.02%
15,471
+1,688
771
$703K 0.02%
17,020
+324
772
$703K 0.02%
32,874
+740
773
$703K 0.02%
16,269
774
$702K 0.02%
41,699
+9,441
775
$699K 0.02%
21,643
+1,312
29 30
31
32 33