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
1426
$194K 0.01%
1,083
+211
1427
$194K 0.01%
938
+105
1428
$194K 0.01%
2,320
+2,120
1429
$194K 0.01%
3,555
1430
$193K 0.01%
3,389
+967
1431
$193K 0.01%
3,905
+1,651
1432
$193K 0.01%
1,985
+96
1433
$193K 0.01%
4,211
+162
1434
$193K 0.01%
2,301
+2,103
1435
$193K 0.01%
3,183
1436
$192K 0.01%
2,325
+526
1437
$192K 0.01%
20,166
1438
$191K 0.01%
3,096
+252
1439
$191K 0.01%
5,994
+967
1440
$190K 0.01%
3,778
-786
1441
$190K 0.01%
7,653
+4,929
1442
$190K 0.01%
+8,180
1443
$190K 0.01%
13,689
+1,523
1444
$190K 0.01%
1,389
+70
1445
$190K 0.01%
4,775
+128
1446
$189K ﹤0.01%
9,808
+415
1447
$189K ﹤0.01%
3,759
-96
1448
$189K ﹤0.01%
10,161
+6,154
1449
$189K ﹤0.01%
1,378
+235
1450
$188K ﹤0.01%
2,179
+395
56 57
58
59 60