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
901
$537K 0.01%
17,174
+695
902
$536K 0.01%
21,005
+944
903
$535K 0.01%
17,650
+10,203
904
$535K 0.01%
6,410
-38
905
$534K 0.01%
17,154
+512
906
$532K 0.01%
9,644
+46
907
$531K 0.01%
48,477
+26,210
908
$529K 0.01%
34,407
+3,887
909
$528K 0.01%
28,082
+409
910
$524K 0.01%
5,083
+3,549
911
$521K 0.01%
9,288
+792
912
$521K 0.01%
11,173
+2,180
913
$519K 0.01%
31,593
+806
914
$518K 0.01%
2,900
+339
915
$518K 0.01%
17,489
+16,613
916
$517K 0.01%
20,495
+12,707
917
$516K 0.01%
8,999
+1,377
918
$515K 0.01%
13,999
+1,369
919
$515K 0.01%
10,103
920
$515K 0.01%
13,309
+3,422
921
$514K 0.01%
12,311
922
$512K 0.01%
7,898
+437
923
$512K 0.01%
26,128
-4,421
924
$511K 0.01%
3,623
+73
925
$510K 0.01%
19,864
-58
35 36
37
38 39