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
951
$483K 0.01%
19,136
+12,704
952
$480K 0.01%
2,834
-191
953
$478K 0.01%
19,712
-1,074
954
$477K 0.01%
24,873
-53
955
$477K 0.01%
50
+49
956
$477K 0.01%
+10,000
957
$473K 0.01%
9,547
+3
958
$472K 0.01%
3,873
+6
959
$471K 0.01%
18,870
960
$471K 0.01%
13,805
+469
961
$470K 0.01%
18,867
+12,958
962
$469K 0.01%
30,269
+2,135
963
$468K 0.01%
17,413
+1,118
964
$467K 0.01%
18,483
+139
965
$467K 0.01%
9,348
+1,972
966
$464K 0.01%
6,294
+87
967
$463K 0.01%
15,294
+400
968
$463K 0.01%
3,876
+12
969
$462K 0.01%
11,850
+3,135
970
$461K 0.01%
18,000
-2,500
971
$461K 0.01%
25,099
+18,073
972
$460K 0.01%
3,808
+618
973
$459K 0.01%
18,374
+3,841
974
$459K 0.01%
5,932
+1,884
975
$457K 0.01%
32,657
37 38
39
40 41