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
1851
$101K ﹤0.01%
4,611
+298
1852
$101K ﹤0.01%
3,457
+1,615
1853
$101K ﹤0.01%
2,446
+239
1854
$100K ﹤0.01%
810
+90
1855
$100K ﹤0.01%
2,758
+1,180
1856
$100K ﹤0.01%
2,269
+1,103
1857
$100K ﹤0.01%
8,982
+6,549
1858
$100K ﹤0.01%
7,660
-711
1859
$100K ﹤0.01%
1,991
+221
1860
$100K ﹤0.01%
27
1861
$99K ﹤0.01%
5,069
+600
1862
$99K ﹤0.01%
4,166
+251
1863
$99K ﹤0.01%
1,158
+79
1864
$99K ﹤0.01%
38,170
1865
$99K ﹤0.01%
1,453
1866
$99K ﹤0.01%
+4,000
1867
$99K ﹤0.01%
1,041
+130
1868
$99K ﹤0.01%
732
+183
1869
$98K ﹤0.01%
1,253
+8
1870
$98K ﹤0.01%
10,241
+418
1871
$98K ﹤0.01%
1,536
+129
1872
$98K ﹤0.01%
2,048
+235
1873
$97K ﹤0.01%
1,035
-104
1874
$97K ﹤0.01%
3,326
+46
1875
$97K ﹤0.01%
1,445
+1,400
73 74
75
76 77