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
1751
$117K ﹤0.01%
2,319
-2,584
1752
$117K ﹤0.01%
17,409
+14,234
1753
$117K ﹤0.01%
3,584
+326
1754
$117K ﹤0.01%
3,608
+1,999
1755
$116K ﹤0.01%
555
+124
1756
$116K ﹤0.01%
3,433
1757
$116K ﹤0.01%
1,353
+29
1758
$116K ﹤0.01%
408
+90
1759
$115K ﹤0.01%
2,120
+53
1760
$115K ﹤0.01%
1,063
+68
1761
$115K ﹤0.01%
3,856
1762
$115K ﹤0.01%
3,126
+51
1763
$115K ﹤0.01%
2,274
+340
1764
$115K ﹤0.01%
5,798
+1,400
1765
$114K ﹤0.01%
7,720
+3,960
1766
$114K ﹤0.01%
950
+400
1767
$114K ﹤0.01%
1,213
+199
1768
$113K ﹤0.01%
7,310
+556
1769
$113K ﹤0.01%
10,385
-664
1770
$113K ﹤0.01%
3,684
+503
1771
$113K ﹤0.01%
1,706
1772
$113K ﹤0.01%
1,130
+145
1773
$113K ﹤0.01%
1,648
-7
1774
$112K ﹤0.01%
1,199
+345
1775
$112K ﹤0.01%
5,295
+1,160
69 70
71
72 73