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
1676
$131K ﹤0.01%
1
1677
$130K ﹤0.01%
31
1678
$130K ﹤0.01%
11,019
+11
1679
$130K ﹤0.01%
2,060
+393
1680
$130K ﹤0.01%
702
+286
1681
$130K ﹤0.01%
6,507
1682
$130K ﹤0.01%
6,000
1683
$130K ﹤0.01%
453
+34
1684
$129K ﹤0.01%
3,141
-250
1685
$129K ﹤0.01%
4,021
+534
1686
$129K ﹤0.01%
2,668
+225
1687
$129K ﹤0.01%
652
+50
1688
$129K ﹤0.01%
3,746
1689
$128K ﹤0.01%
8,861
+72
1690
$128K ﹤0.01%
9,181
+6,670
1691
$128K ﹤0.01%
6,574
-196
1692
$128K ﹤0.01%
174,053
+10,630
1693
$127K ﹤0.01%
2,077
+240
1694
$127K ﹤0.01%
9,817
+307
1695
$127K ﹤0.01%
8,840
1696
$127K ﹤0.01%
3,546
-73
1697
$127K ﹤0.01%
1,813
+1,708
1698
$127K ﹤0.01%
2,349
+53
1699
$126K ﹤0.01%
1,550
+40
1700
$126K ﹤0.01%
8,940
+4,248
66 67
68
69 70