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
1501
$172K ﹤0.01%
21,578
+11,911
1502
$172K ﹤0.01%
3,351
1503
$172K ﹤0.01%
4,726
+904
1504
$172K ﹤0.01%
2,754
+262
1505
$171K ﹤0.01%
1,747
-2,308
1506
$171K ﹤0.01%
4,960
1507
$171K ﹤0.01%
480
+82
1508
$171K ﹤0.01%
8,449
1509
$171K ﹤0.01%
2,969
+133
1510
$170K ﹤0.01%
1,362
+552
1511
$170K ﹤0.01%
13,583
1512
$170K ﹤0.01%
8,714
-4,939
1513
$170K ﹤0.01%
5,886
+101
1514
$170K ﹤0.01%
2,066
+216
1515
$170K ﹤0.01%
6,045
1516
$169K ﹤0.01%
3,383
+50
1517
$169K ﹤0.01%
4,861
+1,377
1518
$168K ﹤0.01%
+12,448
1519
$168K ﹤0.01%
2,330
+725
1520
$168K ﹤0.01%
5,950
1521
$168K ﹤0.01%
5,331
1522
$168K ﹤0.01%
2,944
+361
1523
$168K ﹤0.01%
372,189
+158,189
1524
$167K ﹤0.01%
1,394
1525
$167K ﹤0.01%
4,549
-1,330
59 60
61
62 63