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
1801
$108K ﹤0.01%
3,637
-318
1802
$108K ﹤0.01%
3,712
1803
$108K ﹤0.01%
1,902
1804
$108K ﹤0.01%
2,551
1805
$108K ﹤0.01%
1,376
+144
1806
$108K ﹤0.01%
3,155
1807
$108K ﹤0.01%
735
+260
1808
$107K ﹤0.01%
1,786
+428
1809
$107K ﹤0.01%
8,168
+939
1810
$107K ﹤0.01%
4,190
1811
$107K ﹤0.01%
17,442
+626
1812
$107K ﹤0.01%
4,988
1813
$107K ﹤0.01%
4,230
+18
1814
$107K ﹤0.01%
3,750
+2,800
1815
$107K ﹤0.01%
5,189
+642
1816
$107K ﹤0.01%
11,603
+932
1817
$107K ﹤0.01%
3,648
+3,217
1818
$106K ﹤0.01%
2,455
+688
1819
$106K ﹤0.01%
8,547
-2
1820
$106K ﹤0.01%
4,175
1821
$106K ﹤0.01%
6,290
+345
1822
$106K ﹤0.01%
2,119
+1,074
1823
$106K ﹤0.01%
1,600
1824
$106K ﹤0.01%
3,132
+7
1825
$105K ﹤0.01%
5,280
-115
71 72
73
74 75