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
1176
$310K 0.01%
12,752
+174
1177
$310K 0.01%
10,887
+286
1178
$310K 0.01%
13,900
-1
1179
$309K 0.01%
4,484
+488
1180
$309K 0.01%
3,380
+822
1181
$309K 0.01%
7,760
-46
1182
$308K 0.01%
3,443
+386
1183
$307K 0.01%
5,702
-153
1184
$307K 0.01%
5,926
+1,868
1185
$307K 0.01%
2,171
-48
1186
$306K 0.01%
7,040
+1,215
1187
$305K 0.01%
23,100
+800
1188
$305K 0.01%
12,304
-3,588
1189
$304K 0.01%
6,569
-158
1190
$303K 0.01%
9,830
+175
1191
$303K 0.01%
8,556
+1,071
1192
$303K 0.01%
+6,480
1193
$302K 0.01%
6,048
+5
1194
$301K 0.01%
2,936
+2,580
1195
$301K 0.01%
9,635
+13
1196
$301K 0.01%
+23,260
1197
$300K 0.01%
5,247
1198
$300K 0.01%
1,412
+58
1199
$299K 0.01%
15,170
+1,880
1200
$299K 0.01%
2,868
+90
46 47
48
49 50