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
926
$509K 0.01%
17,138
+441
927
$508K 0.01%
7,310
+2,349
928
$508K 0.01%
18,817
+1,170
929
$508K 0.01%
25,127
-7
930
$507K 0.01%
25,276
931
$507K 0.01%
3,185
+63
932
$507K 0.01%
16,384
+3,435
933
$506K 0.01%
4,202
934
$505K 0.01%
5,324
+89
935
$504K 0.01%
24,833
+20,133
936
$503K 0.01%
15,793
937
$502K 0.01%
20,621
-63
938
$498K 0.01%
37,648
+36,755
939
$497K 0.01%
17,630
+868
940
$496K 0.01%
16,460
+8,911
941
$493K 0.01%
9,942
+201
942
$492K 0.01%
2,199
+362
943
$491K 0.01%
6,346
+688
944
$489K 0.01%
7,266
+935
945
$488K 0.01%
40,030
946
$486K 0.01%
+19,383
947
$486K 0.01%
38,818
+8,118
948
$485K 0.01%
34,303
+28,777
949
$485K 0.01%
7,991
+4
950
$484K 0.01%
7,733
-77
36 37
38
39 40