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
1776
$112K ﹤0.01%
5,440
1777
$112K ﹤0.01%
2,835
+6
1778
$112K ﹤0.01%
6,988
-189
1779
$112K ﹤0.01%
2,895
+816
1780
$112K ﹤0.01%
1,895
1781
$112K ﹤0.01%
5,382
1782
$112K ﹤0.01%
3,240
+33
1783
$112K ﹤0.01%
3,098
+1,775
1784
$111K ﹤0.01%
240
+2
1785
$111K ﹤0.01%
4,534
1786
$111K ﹤0.01%
2,906
+166
1787
$111K ﹤0.01%
3,011
+136
1788
$111K ﹤0.01%
2,910
+75
1789
$110K ﹤0.01%
4,328
+12
1790
$110K ﹤0.01%
1,366
+754
1791
$110K ﹤0.01%
3,261
-278
1792
$110K ﹤0.01%
12,922
+413
1793
$109K ﹤0.01%
883
+143
1794
$109K ﹤0.01%
2,162
+307
1795
$109K ﹤0.01%
2,149
-308
1796
$109K ﹤0.01%
1,894
+294
1797
$109K ﹤0.01%
972
+239
1798
$109K ﹤0.01%
+4,394
1799
$109K ﹤0.01%
1,783
+338
1800
$108K ﹤0.01%
8,330
-53
70 71
72
73 74