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
1701
$126K ﹤0.01%
3,591
-2,386
1702
$126K ﹤0.01%
6,803
1703
$125K ﹤0.01%
9,909
+300
1704
$125K ﹤0.01%
2,489
+175
1705
$124K ﹤0.01%
+4,120
1706
$124K ﹤0.01%
3,830
1707
$124K ﹤0.01%
2,488
1708
$124K ﹤0.01%
535
1709
$124K ﹤0.01%
+4,992
1710
$123K ﹤0.01%
1,754
+153
1711
$123K ﹤0.01%
2,670
+1,684
1712
$123K ﹤0.01%
5,685
1713
$123K ﹤0.01%
6,316
+150
1714
$122K ﹤0.01%
4,876
+2,988
1715
$122K ﹤0.01%
3,548
+2,134
1716
$122K ﹤0.01%
7,607
+30
1717
$122K ﹤0.01%
134
+1
1718
$122K ﹤0.01%
3,760
+10
1719
$122K ﹤0.01%
3,643
+62
1720
$121K ﹤0.01%
4,811
+2,738
1721
$121K ﹤0.01%
12,549
+6,000
1722
$121K ﹤0.01%
3,543
+12
1723
$121K ﹤0.01%
2,706
1724
$121K ﹤0.01%
2,934
+188
1725
$120K ﹤0.01%
96
+36
67 68
69
70 71