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
1276
$255K 0.01%
3,977
+481
1277
$254K 0.01%
3,792
+98
1278
$254K 0.01%
14,997
+5,272
1279
$253K 0.01%
5,526
+203
1280
$253K 0.01%
8,532
+6,860
1281
$253K 0.01%
5,045
-11
1282
$253K 0.01%
19,204
+854
1283
$253K 0.01%
10,219
1284
$251K 0.01%
13,660
+2,788
1285
$250K 0.01%
1,223
+851
1286
$249K 0.01%
8,741
+633
1287
$249K 0.01%
1,242
+779
1288
$248K 0.01%
3,874
+686
1289
$245K 0.01%
2,966
+239
1290
$245K 0.01%
3,674
+2,395
1291
$244K 0.01%
9,540
+6,389
1292
$244K 0.01%
4,126
+800
1293
$244K 0.01%
5,639
+472
1294
$244K 0.01%
3,030
1295
$244K 0.01%
+30,000
1296
$243K 0.01%
6,328
1297
$243K 0.01%
18,467
+612
1298
$242K 0.01%
10,756
1299
$241K 0.01%
7,449
+1,110
1300
$241K 0.01%
6,062
+5,768
50 51
52
53 54