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
1651
$136K ﹤0.01%
2,946
1652
$136K ﹤0.01%
3,049
-740
1653
$136K ﹤0.01%
6,287
+100
1654
$135K ﹤0.01%
3,293
+260
1655
$135K ﹤0.01%
2,392
+35
1656
$135K ﹤0.01%
4,704
1657
$134K ﹤0.01%
1,401
+48
1658
$134K ﹤0.01%
250
+70
1659
$134K ﹤0.01%
9,250
1660
$134K ﹤0.01%
6,652
+213
1661
$134K ﹤0.01%
4,192
-396
1662
$134K ﹤0.01%
10,870
+2,442
1663
$133K ﹤0.01%
5,012
1664
$133K ﹤0.01%
153
+30
1665
$132K ﹤0.01%
2,155
+69
1666
$132K ﹤0.01%
9,379
1667
$132K ﹤0.01%
6,922
+109
1668
$132K ﹤0.01%
19,454
+10,947
1669
$132K ﹤0.01%
5,116
+1,239
1670
$131K ﹤0.01%
2,050
1671
$131K ﹤0.01%
14,646
+5,108
1672
$131K ﹤0.01%
927
+61
1673
$131K ﹤0.01%
3,159
+48
1674
$131K ﹤0.01%
3,770
+143
1675
$131K ﹤0.01%
5,128
-10
65 66
67
68 69