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
826
$620K 0.02%
19,590
+100
827
$619K 0.02%
10,857
+110
828
$615K 0.02%
11,592
-180
829
$615K 0.02%
23,986
+4,487
830
$612K 0.02%
62,523
-2,354
831
$612K 0.02%
36,328
-2,486
832
$612K 0.02%
6,048
+357
833
$611K 0.02%
5,116
+586
834
$609K 0.02%
+79
835
$607K 0.02%
19,909
+4,281
836
$606K 0.02%
30,006
+8,996
837
$606K 0.02%
26,637
838
$604K 0.02%
7,692
+922
839
$604K 0.02%
23,967
840
$600K 0.02%
17,316
+727
841
$596K 0.02%
22,647
+5,537
842
$596K 0.02%
18,695
+200
843
$595K 0.02%
15,624
+1,739
844
$590K 0.02%
21,832
+1,452
845
$589K 0.02%
5,096
+783
846
$589K 0.02%
5,974
+51
847
$589K 0.02%
1,543
+64
848
$588K 0.02%
+23,431
849
$587K 0.02%
23,147
+444
850
$584K 0.02%
19,741
+198
32 33
34
35 36