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
1526
$167K ﹤0.01%
1,904
+5
1527
$167K ﹤0.01%
2,146
+2,000
1528
$166K ﹤0.01%
2,534
+79
1529
$166K ﹤0.01%
3,487
1530
$166K ﹤0.01%
7,318
+3,351
1531
$165K ﹤0.01%
1,500
1532
$165K ﹤0.01%
3,369
+1,306
1533
$165K ﹤0.01%
5,366
1534
$165K ﹤0.01%
5,195
+295
1535
$165K ﹤0.01%
2,200
-300
1536
$165K ﹤0.01%
7,923
+521
1537
$164K ﹤0.01%
825
+49
1538
$164K ﹤0.01%
5,359
-44
1539
$164K ﹤0.01%
2,372
1540
$164K ﹤0.01%
2,923
+440
1541
$164K ﹤0.01%
2,304
1542
$163K ﹤0.01%
3,570
+159
1543
$163K ﹤0.01%
2,440
+1,092
1544
$162K ﹤0.01%
5,141
+730
1545
$162K ﹤0.01%
5,548
+216
1546
$161K ﹤0.01%
3,226
+2,724
1547
$160K ﹤0.01%
4,130
-23
1548
$160K ﹤0.01%
764
+147
1549
$160K ﹤0.01%
20,200
+20,000
1550
$160K ﹤0.01%
5,791
+2,534
60 61
62
63 64