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
1201
$299K 0.01%
7,614
+1,083
1202
$299K 0.01%
40,412
+11,510
1203
$299K 0.01%
2,798
1204
$297K 0.01%
4,814
+510
1205
$297K 0.01%
7,034
+74
1206
$295K 0.01%
5,122
+288
1207
$295K 0.01%
18,750
+895
1208
$294K 0.01%
16,110
+990
1209
$293K 0.01%
10,228
+10,000
1210
$292K 0.01%
25,951
+25,751
1211
$291K 0.01%
3,752
-22
1212
$290K 0.01%
2,657
+331
1213
$290K 0.01%
7,489
1214
– –
0
1215
$289K 0.01%
9,245
+2,800
1216
$288K 0.01%
9,735
+8,940
1217
$288K 0.01%
7,453
+147
1218
$287K 0.01%
2,576
+586
1219
$287K 0.01%
10,923
+591
1220
$286K 0.01%
24,342
+16
1221
$286K 0.01%
1,955
+245
1222
$286K 0.01%
3,418
+193
1223
$285K 0.01%
15,190
+300
1224
$285K 0.01%
13,344
1225
$285K 0.01%
+22,725
47 48
49
50 51