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
876
$558K 0.01%
10,344
+6,584
877
$555K 0.01%
22,293
878
$553K 0.01%
4,521
+318
879
$552K 0.01%
4,154
+639
880
$551K 0.01%
7,085
-810
881
$550K 0.01%
9,865
-7,131
882
$550K 0.01%
1,571
+124
883
$550K 0.01%
5,174
+427
884
$549K 0.01%
6,972
+139
885
$548K 0.01%
19,701
+2,567
886
$548K 0.01%
28,580
+265
887
$546K 0.01%
8,242
+266
888
$545K 0.01%
6,401
-169
889
$545K 0.01%
21,927
+17,927
890
$544K 0.01%
4,959
-104
891
$544K 0.01%
15,277
+2,007
892
$543K 0.01%
15,198
+14,142
893
$542K 0.01%
4,983
-108
894
$541K 0.01%
9,651
+690
895
– –
-1,271
896
$540K 0.01%
31,683
-5,088
897
$539K 0.01%
3,474
+134
898
$538K 0.01%
10,389
-462
899
$538K 0.01%
41,616
+9,806
900
$538K 0.01%
23,439
+5,415
34 35
36
37 38