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
1726
$120K ﹤0.01%
+7,000
1727
$120K ﹤0.01%
424
-14
1728
$120K ﹤0.01%
2,472
-274
1729
$120K ﹤0.01%
4,886
+1,224
1730
$120K ﹤0.01%
1,618
+1,539
1731
$120K ﹤0.01%
3,715
+122
1732
$120K ﹤0.01%
4,959
1733
$119K ﹤0.01%
5,555
+32
1734
$119K ﹤0.01%
4,607
+5
1735
$119K ﹤0.01%
13,227
+8,515
1736
$119K ﹤0.01%
4,592
+1,527
1737
$119K ﹤0.01%
14,171
+540
1738
$119K ﹤0.01%
5,056
1739
$119K ﹤0.01%
4,278
+766
1740
$118K ﹤0.01%
1,512
+64
1741
$118K ﹤0.01%
1,622
+4
1742
$118K ﹤0.01%
+2,137
1743
$118K ﹤0.01%
6,657
+321
1744
$118K ﹤0.01%
10,084
+1,223
1745
$118K ﹤0.01%
1,260
+201
1746
$118K ﹤0.01%
3,085
+45
1747
$118K ﹤0.01%
609
+41
1748
$118K ﹤0.01%
2,940
1749
$118K ﹤0.01%
+4,780
1750
$117K ﹤0.01%
4,629
-126
68 69
70
71 72