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
1826
$105K ﹤0.01%
3,772
1827
$105K ﹤0.01%
7,111
+250
1828
$105K ﹤0.01%
9,125
1829
$105K ﹤0.01%
4,779
+448
1830
$104K ﹤0.01%
4,061
+97
1831
$104K ﹤0.01%
6,500
-500
1832
$104K ﹤0.01%
8,711
1833
$104K ﹤0.01%
6,433
1834
$104K ﹤0.01%
11,678
+3,000
1835
$103K ﹤0.01%
3,850
-767
1836
$103K ﹤0.01%
2,637
1837
$103K ﹤0.01%
8,518
+26
1838
$103K ﹤0.01%
5,354
+949
1839
$103K ﹤0.01%
1,010
1840
$103K ﹤0.01%
2,159
+167
1841
$103K ﹤0.01%
1,967
1842
$102K ﹤0.01%
758
+35
1843
$102K ﹤0.01%
2,474
+48
1844
$102K ﹤0.01%
16,568
-3,000
1845
$102K ﹤0.01%
150
1846
$101K ﹤0.01%
8,444
+231
1847
$101K ﹤0.01%
+4,000
1848
$101K ﹤0.01%
7,990
-57
1849
$101K ﹤0.01%
3,900
+357
1850
$101K ﹤0.01%
4,212
-7
72 73
74
75 76