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
1951
$88K ﹤0.01%
2,463
+33
1952
$88K ﹤0.01%
1,842
+122
1953
$87K ﹤0.01%
1,774
+404
1954
$87K ﹤0.01%
25,000
1955
$87K ﹤0.01%
800
+500
1956
$87K ﹤0.01%
3,283
+638
1957
$87K ﹤0.01%
964
-17
1958
$87K ﹤0.01%
4,360
+520
1959
$87K ﹤0.01%
1,596
+455
1960
$87K ﹤0.01%
5,500
1961
$87K ﹤0.01%
1,578
1962
$87K ﹤0.01%
3,036
1963
$87K ﹤0.01%
2,077
+450
1964
$86K ﹤0.01%
14,207
-656
1965
$86K ﹤0.01%
1,502
+88
1966
$86K ﹤0.01%
3,078
1967
$86K ﹤0.01%
4,857
1968
$86K ﹤0.01%
3,600
1969
$86K ﹤0.01%
1,986
+573
1970
$86K ﹤0.01%
3,249
+1,823
1971
$85K ﹤0.01%
2,712
+800
1972
$85K ﹤0.01%
2,941
+817
1973
$85K ﹤0.01%
3,701
-105
1974
$85K ﹤0.01%
+2,826
1975
$85K ﹤0.01%
3,050
77 78
79
80 81