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
1151
$326K 0.01%
13,747
+1,324
1152
$325K 0.01%
17,708
-12,334
1153
$324K 0.01%
12,509
+70
1154
$324K 0.01%
12,327
+11,000
1155
$323K 0.01%
27,188
+20,000
1156
$320K 0.01%
6,158
+1,682
1157
$319K 0.01%
17,266
-406
1158
$319K 0.01%
253
+3
1159
$318K 0.01%
5,994
+690
1160
$318K 0.01%
12,229
+1,904
1161
$317K 0.01%
12,042
+605
1162
$316K 0.01%
12,681
+1,956
1163
$315K 0.01%
3,832
+2,767
1164
$314K 0.01%
3,533
+11
1165
$314K 0.01%
16,592
+143
1166
$314K 0.01%
6,236
+85
1167
$314K 0.01%
1,146
+438
1168
$314K 0.01%
1,084
-1,983
1169
$314K 0.01%
32,085
+30,658
1170
$314K 0.01%
16,337
+5,605
1171
$313K 0.01%
12,917
+513
1172
$313K 0.01%
1,335
+617
1173
$312K 0.01%
6,455
+75
1174
$311K 0.01%
8,103
+504
1175
$311K 0.01%
12,397
+1,324
45 46
47
48 49