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
1451
$188K ﹤0.01%
5,056
+304
1452
$188K ﹤0.01%
1,259
+32
1453
$188K ﹤0.01%
5,315
+2,120
1454
$187K ﹤0.01%
2,340
-408
1455
$187K ﹤0.01%
7,342
1456
$187K ﹤0.01%
4,466
+50
1457
$186K ﹤0.01%
22,038
+4,112
1458
$186K ﹤0.01%
5,378
+534
1459
$186K ﹤0.01%
3,678
1460
$185K ﹤0.01%
12,955
1461
$185K ﹤0.01%
2,785
-659
1462
$184K ﹤0.01%
1,390
+381
1463
$184K ﹤0.01%
6,826
+123
1464
$183K ﹤0.01%
1,576
+121
1465
$183K ﹤0.01%
1,012
+115
1466
$183K ﹤0.01%
2,280
-39
1467
$183K ﹤0.01%
3,115
+20
1468
$182K ﹤0.01%
9,026
1469
$182K ﹤0.01%
9,093
+354
1470
$182K ﹤0.01%
5,251
+777
1471
$181K ﹤0.01%
1,948
+227
1472
$181K ﹤0.01%
5,305
+4,089
1473
$181K ﹤0.01%
3,429
1474
$180K ﹤0.01%
3,050
-390
1475
$180K ﹤0.01%
1,993
+41
57 58
59
60 61