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
801
$652K 0.02%
14,002
+439
802
$651K 0.02%
46,210
+1,661
803
$650K 0.02%
14,877
+2,524
804
$649K 0.02%
13,350
+1,397
805
$648K 0.02%
24,422
+802
806
$644K 0.02%
6,414
+912
807
$642K 0.02%
10,157
+308
808
$640K 0.02%
2,467
+445
809
$639K 0.02%
7,537
+2
810
$637K 0.02%
25,188
-266
811
$637K 0.02%
31,281
+374
812
$635K 0.02%
9,100
+1,206
813
$634K 0.02%
17,384
+4,321
814
$633K 0.02%
4,332
+141
815
$633K 0.02%
5,180
+592
816
$631K 0.02%
26,236
817
$631K 0.02%
47,811
+6,575
818
$628K 0.02%
7,758
-536
819
$628K 0.02%
10,425
+500
820
$627K 0.02%
16,511
+667
821
$627K 0.02%
10,782
-123
822
$626K 0.02%
16,371
+27
823
$625K 0.02%
5,551
+80
824
$625K 0.02%
4,327
+373
825
$624K 0.02%
24,351
+1,395
31 32
33
34 35