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
1226
$285K 0.01%
+24,694
1227
$284K 0.01%
10,743
1228
$284K 0.01%
2,932
+2,924
1229
$283K 0.01%
4,289
+891
1230
$281K 0.01%
18,990
+15,880
1231
$281K 0.01%
2,734
+8
1232
$280K 0.01%
5,630
+370
1233
$279K 0.01%
2,937
+54
1234
$279K 0.01%
5,789
1235
$278K 0.01%
4,005
+219
1236
$277K 0.01%
24,560
+771
1237
$277K 0.01%
11,722
-2,661
1238
$277K 0.01%
53,821
+450
1239
$277K 0.01%
7,369
+100
1240
$276K 0.01%
805
1241
$275K 0.01%
5,346
+2,320
1242
$274K 0.01%
2,927
+137
1243
$274K 0.01%
5,276
+11
1244
$274K 0.01%
9,252
-630
1245
$272K 0.01%
12,538
+37
1246
$272K 0.01%
11,863
1247
$272K 0.01%
7,487
1248
$270K 0.01%
10,715
1249
$270K 0.01%
10,475
+1,600
1250
$270K 0.01%
698
+99
48 49
50
51 52