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
1626
$142K ﹤0.01%
1,593
+532
1627
$142K ﹤0.01%
2,176
+29
1628
$141K ﹤0.01%
2,253
-154
1629
$141K ﹤0.01%
2,014
+363
1630
$140K ﹤0.01%
10,746
+1,827
1631
$140K ﹤0.01%
2,150
+597
1632
$140K ﹤0.01%
1,125
+79
1633
$139K ﹤0.01%
2,296
+390
1634
$139K ﹤0.01%
4,920
+290
1635
$139K ﹤0.01%
6,031
+281
1636
$139K ﹤0.01%
2,725
+2,717
1637
$139K ﹤0.01%
11,122
-65
1638
$138K ﹤0.01%
2,498
+1
1639
$138K ﹤0.01%
957
+71
1640
$138K ﹤0.01%
5,512
+301
1641
$138K ﹤0.01%
12,167
1642
$137K ﹤0.01%
2,807
+1,456
1643
$137K ﹤0.01%
4,365
-3,119
1644
$137K ﹤0.01%
724
+224
1645
$137K ﹤0.01%
8,151
+1,567
1646
$137K ﹤0.01%
10,716
-2,095
1647
$137K ﹤0.01%
3,847
+30
1648
$137K ﹤0.01%
5,808
+950
1649
$136K ﹤0.01%
2,560
+71
1650
$136K ﹤0.01%
9,515
+920
64 65
66
67 68