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
1001
$428K 0.01%
8,117
+7,757
1002
$426K 0.01%
2,872
+876
1003
$426K 0.01%
17,064
+140
1004
$425K 0.01%
2,246
1005
$424K 0.01%
9,862
+1,179
1006
$424K 0.01%
9,285
+978
1007
$422K 0.01%
11,912
+667
1008
$421K 0.01%
42,568
+140
1009
$420K 0.01%
10,948
+19
1010
$420K 0.01%
9,792
+51
1011
$419K 0.01%
16,224
1012
$418K 0.01%
8,998
+10
1013
$414K 0.01%
6,888
+214
1014
$414K 0.01%
2,458
+239
1015
$414K 0.01%
24,784
+1,124
1016
$414K 0.01%
11,432
-780
1017
$412K 0.01%
14,322
+68
1018
$411K 0.01%
6,952
+682
1019
$411K 0.01%
6,584
+125
1020
$409K 0.01%
36,288
+7,319
1021
$409K 0.01%
11,678
-63
1022
$409K 0.01%
15,484
+2,906
1023
$408K 0.01%
3,077
+55
1024
$407K 0.01%
17,495
-218
1025
$406K 0.01%
5,758
-16
39 40
41
42 43