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
1026
$404K 0.01%
16,411
+4,951
1027
$404K 0.01%
4,908
+592
1028
$402K 0.01%
6,328
+518
1029
$402K 0.01%
15,871
+4,829
1030
$400K 0.01%
13,593
+6
1031
$400K 0.01%
17,569
+16,902
1032
$400K 0.01%
11,724
+780
1033
$399K 0.01%
8,764
+965
1034
$399K 0.01%
7,123
+879
1035
$397K 0.01%
+30,825
1036
$397K 0.01%
8,912
-1,498
1037
$395K 0.01%
13,153
+6,127
1038
$395K 0.01%
+42,260
1039
$394K 0.01%
11,330
-626
1040
$394K 0.01%
2,071
+713
1041
$394K 0.01%
14,656
+264
1042
$394K 0.01%
8,217
-39
1043
$392K 0.01%
12,645
-251
1044
$391K 0.01%
11,002
+1,218
1045
$391K 0.01%
10,013
+2,290
1046
$390K 0.01%
5,964
+1,840
1047
$389K 0.01%
24,000
1048
$386K 0.01%
6,933
+679
1049
$385K 0.01%
18,821
-35
1050
$385K 0.01%
6,142
+2,003
40 41
42
43 44