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
1076
$369K 0.01%
2,215
+82
1077
$366K 0.01%
7,693
+72
1078
$365K 0.01%
12,108
+1,372
1079
$364K 0.01%
17,743
+15,608
1080
$364K 0.01%
14,860
+42
1081
$364K 0.01%
12,645
+259
1082
$364K 0.01%
14,411
1083
$363K 0.01%
9,499
+1,048
1084
$362K 0.01%
2,147
+465
1085
$362K 0.01%
23,955
+1,100
1086
$361K 0.01%
30,150
+9,000
1087
$361K 0.01%
20,164
+18,543
1088
$360K 0.01%
5,119
+733
1089
$359K 0.01%
6,883
+352
1090
$359K 0.01%
5,466
+183
1091
$358K 0.01%
6,057
+2,391
1092
$358K 0.01%
2,481
+522
1093
$358K 0.01%
3,178
+476
1094
$357K 0.01%
19,380
+31
1095
$355K 0.01%
14,423
+5,357
1096
$355K 0.01%
23,088
+1,180
1097
$355K 0.01%
10,287
+519
1098
$354K 0.01%
6,496
+290
1099
$354K 0.01%
4,740
+1,073
1100
$353K 0.01%
21,226
42 43
44
45 46