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
1976
$85K ﹤0.01%
1,391
+165
1977
$85K ﹤0.01%
1,645
+155
1978
$85K ﹤0.01%
3,371
-6
1979
$85K ﹤0.01%
712
+64
1980
$85K ﹤0.01%
1,057
+52
1981
$85K ﹤0.01%
1,159
+133
1982
$84K ﹤0.01%
3,770
+64
1983
$84K ﹤0.01%
1,876
+586
1984
$84K ﹤0.01%
1,634
+583
1985
$84K ﹤0.01%
987
1986
$83K ﹤0.01%
6,782
-483
1987
$83K ﹤0.01%
2,042
+626
1988
$83K ﹤0.01%
1,178
+28
1989
$83K ﹤0.01%
1,702
1990
$83K ﹤0.01%
448
+24
1991
$83K ﹤0.01%
1,455
+151
1992
$83K ﹤0.01%
3,371
+1,000
1993
$83K ﹤0.01%
405
+32
1994
$82K ﹤0.01%
1,839
-17
1995
$82K ﹤0.01%
9,123
+1,180
1996
$82K ﹤0.01%
1,418
+331
1997
$82K ﹤0.01%
2,700
+139
1998
$82K ﹤0.01%
1,507
+1,500
1999
$82K ﹤0.01%
3,024
+7
2000
$82K ﹤0.01%
1,387
-16
78 79
80
81 82