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
1051
$384K 0.01%
13,953
+3,755
1052
$382K 0.01%
6,150
+1,177
1053
$382K 0.01%
15,858
+103
1054
$382K 0.01%
6,103
+2,318
1055
$381K 0.01%
9,838
+1,876
1056
$381K 0.01%
4,825
+788
1057
$379K 0.01%
12,280
-135
1058
$379K 0.01%
24,233
-1,191
1059
$379K 0.01%
9,190
1060
$378K 0.01%
32,701
1061
$378K 0.01%
9,921
+230
1062
$378K 0.01%
6,204
+3,931
1063
$377K 0.01%
10,143
-5,773
1064
$377K 0.01%
8,078
-98
1065
$377K 0.01%
2,883
+316
1066
$375K 0.01%
16,830
+7,167
1067
$375K 0.01%
12,904
-4,798
1068
$374K 0.01%
15,241
+2,049
1069
$373K 0.01%
5,308
+315
1070
$372K 0.01%
10,623
1071
$371K 0.01%
572
+56
1072
$371K 0.01%
1,895
+214
1073
$371K 0.01%
2,620
+52
1074
$370K 0.01%
2,486
+447
1075
$369K 0.01%
10,565
-8
41 42
43
44 45