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
1251
$269K 0.01%
11,670
-60
1252
$268K 0.01%
2,367
+92
1253
$267K 0.01%
2,013
+453
1254
$267K 0.01%
6,690
+179
1255
$266K 0.01%
2,218
+205
1256
$266K 0.01%
9,602
+8
1257
$266K 0.01%
2,731
-217
1258
$265K 0.01%
4,293
+180
1259
$264K 0.01%
10,378
1260
$264K 0.01%
11,338
+1,087
1261
$263K 0.01%
4,083
+188
1262
$262K 0.01%
10,069
+369
1263
$262K 0.01%
11,428
+68
1264
$261K 0.01%
4,702
+313
1265
$260K 0.01%
1,233
+100
1266
$259K 0.01%
8,606
+20
1267
$259K 0.01%
9,427
-3,101
1268
$258K 0.01%
3,151
+403
1269
$258K 0.01%
7,130
1270
$258K 0.01%
6,341
+1,771
1271
$258K 0.01%
7,683
+401
1272
$257K 0.01%
4,674
+650
1273
$257K 0.01%
6,728
1274
$256K 0.01%
16,158
+5
1275
$255K 0.01%
8,500
+4,889
49 50
51
52 53