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
1926
$91K ﹤0.01%
3,057
+198
1927
$91K ﹤0.01%
1,127
+386
1928
$90K ﹤0.01%
706
+50
1929
$90K ﹤0.01%
7,806
+77
1930
$90K ﹤0.01%
1,663
-17
1931
$90K ﹤0.01%
595
-170
1932
$90K ﹤0.01%
4,619
1933
$90K ﹤0.01%
1,177
+300
1934
$90K ﹤0.01%
3,059
+523
1935
$90K ﹤0.01%
355
+7
1936
$90K ﹤0.01%
455
+200
1937
$89K ﹤0.01%
820
+102
1938
$89K ﹤0.01%
547
+500
1939
$89K ﹤0.01%
1,184
+26
1940
$89K ﹤0.01%
2,225
+55
1941
$89K ﹤0.01%
323
1942
$89K ﹤0.01%
3,544
+138
1943
$89K ﹤0.01%
+1,652
1944
$89K ﹤0.01%
3,483
+1,500
1945
$89K ﹤0.01%
1,550
+1,055
1946
$89K ﹤0.01%
7,750
+6,935
1947
$88K ﹤0.01%
1,098
-83
1948
$88K ﹤0.01%
504
+119
1949
$88K ﹤0.01%
7,600
1950
$88K ﹤0.01%
1,437
+148
76 77
78
79 80