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
1351
$220K 0.01%
13,890
1352
$220K 0.01%
11,583
+39
1353
$219K 0.01%
7,384
+1,986
1354
$218K 0.01%
2,821
+1,077
1355
$218K 0.01%
3,488
+1,316
1356
$218K 0.01%
5,411
1357
$218K 0.01%
11,041
-1,800
1358
$217K 0.01%
3,998
+335
1359
$217K 0.01%
16,805
+2
1360
$216K 0.01%
5,898
+61
1361
$215K 0.01%
3,055
+61
1362
$215K 0.01%
8,482
+395
1363
$214K 0.01%
1,812
+642
1364
$212K 0.01%
8,707
+4,060
1365
$212K 0.01%
2,477
+579
1366
$212K 0.01%
10,036
1367
$211K 0.01%
2,956
+723
1368
$211K 0.01%
3,445
+768
1369
$211K 0.01%
3,114
-39
1370
$211K 0.01%
4,915
1371
$210K 0.01%
1,761
+417
1372
$210K 0.01%
8,902
+8,139
1373
$210K 0.01%
11,671
1374
$210K 0.01%
8,823
+283
1375
$210K 0.01%
2,112
+604
53 54
55
56 57