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
1301
$240K 0.01%
9,667
-48
1302
$240K 0.01%
1,700
+179
1303
$240K 0.01%
4,876
-43
1304
$239K 0.01%
2,583
-22
1305
$239K 0.01%
9,504
+2,248
1306
$238K 0.01%
3,620
1307
$238K 0.01%
9,027
1308
$237K 0.01%
11,345
+600
1309
$237K 0.01%
5,442
+573
1310
$237K 0.01%
232
+23
1311
$237K 0.01%
11,324
1312
$236K 0.01%
7,786
+4,087
1313
$236K 0.01%
10,048
+10,044
1314
$236K 0.01%
4,157
+506
1315
$235K 0.01%
5,137
+319
1316
$235K 0.01%
9,519
+9
1317
$235K 0.01%
14,924
+141
1318
$235K 0.01%
9,416
+1,146
1319
$235K 0.01%
3,866
+959
1320
$234K 0.01%
2,416
+95
1321
$234K 0.01%
2,396
+205
1322
$233K 0.01%
4,449
+69
1323
$233K 0.01%
6,223
+1,600
1324
$233K 0.01%
3,986
+18
1325
$233K 0.01%
38,393
51 52
53
54 55