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
776
$698K 0.02%
12,481
+2,187
777
$698K 0.02%
31,663
+208
778
$696K 0.02%
202,219
+13,597
779
$696K 0.02%
7,412
+130
780
$691K 0.02%
2,949
+225
781
$687K 0.02%
6,651
+2,353
782
$687K 0.02%
13,217
783
$686K 0.02%
28,026
-126
784
$683K 0.02%
9,114
+1,015
785
$683K 0.02%
9,829
+1,375
786
$681K 0.02%
1,303
+840
787
$675K 0.02%
29,026
+1,777
788
$672K 0.02%
8,228
+540
789
$669K 0.02%
3,637
+340
790
$669K 0.02%
6,644
+376
791
$667K 0.02%
8,872
+2,371
792
$667K 0.02%
2,215
+152
793
$662K 0.02%
26,197
794
$662K 0.02%
13,895
-2,052
795
$661K 0.02%
22,083
-2,270
796
$659K 0.02%
12,271
+524
797
$659K 0.02%
5,778
-3
798
$657K 0.02%
9,555
+807
799
$656K 0.02%
+26,128
800
$654K 0.02%
7,580
+513
30 31
32
33 34