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
1401
$201K 0.01%
1,040
+6
1402
$201K 0.01%
1,669
+897
1403
$201K 0.01%
3,678
-115
1404
$201K 0.01%
+1,426
1405
$200K 0.01%
1,381
+239
1406
$199K 0.01%
5,187
1407
$198K 0.01%
1,718
+394
1408
$198K 0.01%
14,000
1409
$197K 0.01%
6,096
+3,054
1410
$196K 0.01%
1,928
+182
1411
$196K 0.01%
816
+319
1412
$196K 0.01%
2,586
1413
$196K 0.01%
5,227
+205
1414
$196K 0.01%
+3,789
1415
$195K 0.01%
7,862
+30
1416
$195K 0.01%
1,484
+12
1417
$195K 0.01%
17,000
-1,800
1418
$195K 0.01%
8,530
+802
1419
$195K 0.01%
4,125
1420
$195K 0.01%
7,708
1421
$195K 0.01%
5,564
+3,390
1422
$195K 0.01%
2,774
-34
1423
$194K 0.01%
8,702
-59
1424
$194K 0.01%
12,940
+1,958
1425
$194K 0.01%
5,062
+631
55 56
57
58 59