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
1126
$340K 0.01%
7,871
-45
1127
$339K 0.01%
13,069
+911
1128
$339K 0.01%
9,321
+100
1129
$337K 0.01%
9,739
+1,306
1130
$337K 0.01%
8,728
+1,173
1131
$336K 0.01%
5,700
1132
$336K 0.01%
5,522
-261
1133
$336K 0.01%
18,262
+1,011
1134
$335K 0.01%
13,247
+625
1135
$333K 0.01%
7,618
+24
1136
$333K 0.01%
68,146
1137
$333K 0.01%
7,939
+1,185
1138
$332K 0.01%
7,105
+851
1139
$331K 0.01%
12,692
+904
1140
$331K 0.01%
5,404
+818
1141
$330K 0.01%
9,412
1142
$330K 0.01%
3,475
+731
1143
$330K 0.01%
13,146
+7
1144
$329K 0.01%
2,762
+96
1145
$329K 0.01%
+16,000
1146
$328K 0.01%
5,110
+1,448
1147
$328K 0.01%
4,070
+393
1148
$327K 0.01%
+13,012
1149
$326K 0.01%
14,861
-2,389
1150
$326K 0.01%
1,351
+210
44 45
46
47 48