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
851
$583K 0.02%
24,638
+2,396
852
$582K 0.02%
15,994
-62
853
$581K 0.02%
1,506
+623
854
$581K 0.02%
8,729
+654
855
$580K 0.02%
26,101
+66
856
$580K 0.02%
22,685
857
$580K 0.02%
5,305
+326
858
$580K 0.02%
30,046
+2,470
859
$578K 0.02%
11,541
+438
860
$578K 0.02%
8,312
+1,712
861
$576K 0.02%
2,988
+663
862
$575K 0.02%
22,430
+2,549
863
$575K 0.02%
2,967
+443
864
$572K 0.01%
61,696
+5,150
865
$572K 0.01%
5,648
+302
866
$571K 0.01%
15,760
+15,710
867
$569K 0.01%
11,622
-3,849
868
$569K 0.01%
10,851
+606
869
$566K 0.01%
1,570
+518
870
$566K 0.01%
11,575
+3,390
871
$561K 0.01%
7,532
872
$560K 0.01%
8,077
-25
873
$560K 0.01%
4,755
+215
874
$560K 0.01%
8,810
875
$558K 0.01%
18,471
+1,882
33 34
35
36 37