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
1901
$93K ﹤0.01%
9,388
+2,867
1902
$93K ﹤0.01%
1,368
1903
$93K ﹤0.01%
589
+177
1904
$93K ﹤0.01%
828
+488
1905
$92K ﹤0.01%
3,102
+1,132
1906
$92K ﹤0.01%
1,772
+45
1907
$92K ﹤0.01%
516
+23
1908
$92K ﹤0.01%
250
+100
1909
$92K ﹤0.01%
3,261
-204
1910
$92K ﹤0.01%
1,428
1911
$92K ﹤0.01%
2,146
+145
1912
$92K ﹤0.01%
4,837
+505
1913
$92K ﹤0.01%
1,000
1914
$92K ﹤0.01%
3,372
+5
1915
$92K ﹤0.01%
4,139
1916
$92K ﹤0.01%
722
-1
1917
$92K ﹤0.01%
1,239
1918
$92K ﹤0.01%
7,551
+51
1919
$92K ﹤0.01%
2,788
1920
$91K ﹤0.01%
10,371
+760
1921
$91K ﹤0.01%
10,868
-136
1922
$91K ﹤0.01%
2,558
1923
$91K ﹤0.01%
1,820
+260
1924
$91K ﹤0.01%
1,238
1925
$91K ﹤0.01%
5,220
+555
75 76
77
78 79