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
1601
$147K ﹤0.01%
4,508
+408
1602
$147K ﹤0.01%
10,334
-155
1603
$147K ﹤0.01%
2,448
+298
1604
$147K ﹤0.01%
13,903
+50
1605
$147K ﹤0.01%
28,759
+1,000
1606
$146K ﹤0.01%
5,268
+42
1607
$146K ﹤0.01%
4,916
+2,463
1608
$146K ﹤0.01%
5,951
1609
$145K ﹤0.01%
2,568
+116
1610
$145K ﹤0.01%
4,394
+1,800
1611
$145K ﹤0.01%
934
+354
1612
$145K ﹤0.01%
5,205
1613
$145K ﹤0.01%
10,747
+9,314
1614
$145K ﹤0.01%
2,040
1615
$145K ﹤0.01%
2,402
+383
1616
$144K ﹤0.01%
3,319
-307
1617
$144K ﹤0.01%
7,185
+31
1618
$144K ﹤0.01%
2,918
+407
1619
$144K ﹤0.01%
4,510
+286
1620
$143K ﹤0.01%
2,487
1621
$143K ﹤0.01%
5,747
1622
$143K ﹤0.01%
4,151
1623
$143K ﹤0.01%
3,339
+33
1624
$143K ﹤0.01%
15,126
+2,113
1625
$142K ﹤0.01%
13,582
+1,235
63 64
65
66 67