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
1476
$180K ﹤0.01%
1,399
+22
1477
$179K ﹤0.01%
3,127
+7
1478
$178K ﹤0.01%
6,830
1479
$178K ﹤0.01%
458
+398
1480
$178K ﹤0.01%
2,707
+21
1481
$177K ﹤0.01%
6,668
1482
$177K ﹤0.01%
4,755
+225
1483
$177K ﹤0.01%
4,217
+5
1484
$176K ﹤0.01%
1,955
+3
1485
$176K ﹤0.01%
11,400
1486
$176K ﹤0.01%
3,625
+105
1487
$175K ﹤0.01%
2,709
+460
1488
$175K ﹤0.01%
3,412
1489
$175K ﹤0.01%
10,000
-1,710
1490
$175K ﹤0.01%
611
+308
1491
$175K ﹤0.01%
1,310
+247
1492
$175K ﹤0.01%
2,148
+19
1493
– –
-400
1494
$174K ﹤0.01%
8,782
+100
1495
$173K ﹤0.01%
3,375
-31
1496
$173K ﹤0.01%
4,693
-11
1497
$173K ﹤0.01%
3,011
+3,000
1498
$173K ﹤0.01%
7,097
1499
$173K ﹤0.01%
3,368
+54
1500
$172K ﹤0.01%
3,433
+158
58 59
60
61 62