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
1376
$210K 0.01%
8,107
+1,308
1377
$209K 0.01%
15,728
1378
$209K 0.01%
3,395
+24
1379
$208K 0.01%
6,755
+105
1380
$208K 0.01%
1,053
+71
1381
$207K 0.01%
6,262
+700
1382
$207K 0.01%
7,959
-200
1383
$207K 0.01%
2,672
+27
1384
$207K 0.01%
10,244
1385
$206K 0.01%
10,418
-235
1386
$206K 0.01%
9,436
+223
1387
$206K 0.01%
3,369
+1,000
1388
$205K 0.01%
1,346
+356
1389
$205K 0.01%
4,086
+415
1390
$204K 0.01%
5,635
+835
1391
$204K 0.01%
26,403
+5,001
1392
$203K 0.01%
11,608
-2,378
1393
$203K 0.01%
4,863
+763
1394
$203K 0.01%
9,090
+3,950
1395
$203K 0.01%
8,989
+1,343
1396
$202K 0.01%
14,681
+2,471
1397
$202K 0.01%
8,038
1398
$202K 0.01%
1,932
+18
1399
$202K 0.01%
196,000
+39,400
1400
$201K 0.01%
7,778
54 55
56
57 58