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
1101
$352K 0.01%
6,169
+1
1102
$351K 0.01%
6,939
+1,909
1103
$351K 0.01%
6,868
+1,013
1104
$350K 0.01%
17,754
+234
1105
$349K 0.01%
11,377
+1,468
1106
$349K 0.01%
6,286
+380
1107
$349K 0.01%
11,855
+9,971
1108
$348K 0.01%
1,458
+361
1109
$348K 0.01%
3,931
+6
1110
$348K 0.01%
3,499
+592
1111
$346K 0.01%
4,471
+109
1112
$346K 0.01%
6,257
-423
1113
$346K 0.01%
5,929
+1,086
1114
$346K 0.01%
13,347
+500
1115
$346K 0.01%
13,712
+1,436
1116
$346K 0.01%
18,020
+68
1117
$346K 0.01%
6,926
+948
1118
$345K 0.01%
27,000
-4,261
1119
$344K 0.01%
11,237
+9,026
1120
$343K 0.01%
4,474
+328
1121
$343K 0.01%
3,367
+299
1122
$343K 0.01%
37,560
+4,230
1123
$341K 0.01%
13,807
-40
1124
$341K 0.01%
6,418
+29
1125
$340K 0.01%
7,378
+160
43 44
45
46 47