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
1876
$97K ﹤0.01%
2,100
+2,000
1877
$96K ﹤0.01%
3,866
+2
1878
$96K ﹤0.01%
+250
1879
$96K ﹤0.01%
858
+115
1880
$96K ﹤0.01%
2,026
+717
1881
$96K ﹤0.01%
3,026
1882
$95K ﹤0.01%
13,100
+1,705
1883
$95K ﹤0.01%
2,358
+3
1884
$95K ﹤0.01%
3,339
+244
1885
$95K ﹤0.01%
2,070
+2
1886
$94K ﹤0.01%
6,593
+908
1887
$94K ﹤0.01%
898
+156
1888
$94K ﹤0.01%
4,786
+1,512
1889
$94K ﹤0.01%
2,242
+262
1890
$94K ﹤0.01%
2,166
+727
1891
$94K ﹤0.01%
3,601
1892
$94K ﹤0.01%
4,888
+42
1893
$94K ﹤0.01%
321
1894
$94K ﹤0.01%
1,491
+25
1895
$94K ﹤0.01%
634
+41
1896
$94K ﹤0.01%
3,846
+420
1897
$94K ﹤0.01%
5,296
1898
$93K ﹤0.01%
2,481
+27
1899
$93K ﹤0.01%
1,485
-1
1900
$93K ﹤0.01%
2,463
+401
74 75
76
77 78