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
1326
$232K 0.01%
4,610
+968
1327
$232K 0.01%
8,573
+2,030
1328
$232K 0.01%
1,896
-12
1329
$230K 0.01%
3,223
+500
1330
$230K 0.01%
3,095
+162
1331
$230K 0.01%
4,745
+299
1332
$229K 0.01%
18,467
1333
$229K 0.01%
2,285
+567
1334
$229K 0.01%
16,377
+3,235
1335
$228K 0.01%
3,942
1336
$228K 0.01%
1,691
+56
1337
$228K 0.01%
2,023
+1,003
1338
$228K 0.01%
5,150
+417
1339
$227K 0.01%
3,453
-140
1340
$227K 0.01%
4,810
+321
1341
$225K 0.01%
5,006
1342
$225K 0.01%
1,422
+444
1343
$225K 0.01%
3,036
+118
1344
$225K 0.01%
5,772
+783
1345
$224K 0.01%
2,952
+811
1346
$223K 0.01%
4,616
+15
1347
$222K 0.01%
7,266
+682
1348
$222K 0.01%
18,530
+12,000
1349
$222K 0.01%
5,684
+1,128
1350
$222K 0.01%
3,176
+1,268
52 53
54
55 56