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
1576
$154K ﹤0.01%
8,734
-387
1577
$153K ﹤0.01%
4,913
1578
$153K ﹤0.01%
16,341
+4,555
1579
$153K ﹤0.01%
6,300
+3,700
1580
$153K ﹤0.01%
4,673
1581
$153K ﹤0.01%
4,025
+3,395
1582
$152K ﹤0.01%
29
-4
1583
$152K ﹤0.01%
6,045
+4,299
1584
$152K ﹤0.01%
+1,616
1585
$151K ﹤0.01%
1,923
+600
1586
$151K ﹤0.01%
7,586
+1,023
1587
$151K ﹤0.01%
2,907
-28
1588
$151K ﹤0.01%
17,569
-366
1589
$151K ﹤0.01%
2,967
+439
1590
$150K ﹤0.01%
5,257
+16
1591
$150K ﹤0.01%
1,013
+392
1592
$150K ﹤0.01%
1,741
-4,031
1593
$150K ﹤0.01%
1,021
+257
1594
$149K ﹤0.01%
6,860
+4
1595
$149K ﹤0.01%
1,281
+426
1596
$149K ﹤0.01%
6,191
1597
$148K ﹤0.01%
4,254
+73
1598
$148K ﹤0.01%
596
+105
1599
$148K ﹤0.01%
2,275
+153
1600
$148K ﹤0.01%
11,383
+4,750
62 63
64
65 66