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
1551
$160K ﹤0.01%
12,015
1552
$159K ﹤0.01%
4,854
+1,057
1553
$159K ﹤0.01%
6,449
+2,257
1554
$159K ﹤0.01%
1,997
+142
1555
$159K ﹤0.01%
1,171
+214
1556
$158K ﹤0.01%
3,326
+29
1557
$158K ﹤0.01%
6,646
1558
$157K ﹤0.01%
4,051
+1,418
1559
$157K ﹤0.01%
5,810
1560
$157K ﹤0.01%
3,032
+760
1561
$156K ﹤0.01%
2,453
+157
1562
$156K ﹤0.01%
6,856
+48
1563
$155K ﹤0.01%
1,760
+395
1564
$155K ﹤0.01%
6,728
+76
1565
$155K ﹤0.01%
3,942
+1,729
1566
$155K ﹤0.01%
3,894
+2,382
1567
$155K ﹤0.01%
760
+11
1568
$155K ﹤0.01%
10,057
+3,200
1569
$155K ﹤0.01%
7,358
+322
1570
$154K ﹤0.01%
6,163
-20
1571
$154K ﹤0.01%
5,199
1572
$154K ﹤0.01%
2,831
+359
1573
$154K ﹤0.01%
2,903
-102
1574
$154K ﹤0.01%
5,446
+70
1575
$154K ﹤0.01%
6,072
61 62
63
64 65