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
2001
$82K ﹤0.01%
4,900
2002
$81K ﹤0.01%
1,386
+675
2003
$81K ﹤0.01%
2,423
+1,703
2004
$81K ﹤0.01%
272
+28
2005
$81K ﹤0.01%
2,730
2006
$81K ﹤0.01%
3,179
2007
$81K ﹤0.01%
742
-65
2008
$81K ﹤0.01%
548
+148
2009
$80K ﹤0.01%
2,769
+81
2010
$80K ﹤0.01%
3,184
2011
$80K ﹤0.01%
6,557
+5,663
2012
$80K ﹤0.01%
4,593
+20
2013
$80K ﹤0.01%
1,111
-1
2014
$80K ﹤0.01%
8,829
+305
2015
$80K ﹤0.01%
5,529
+7
2016
$80K ﹤0.01%
2,594
+1,825
2017
$80K ﹤0.01%
4,600
2018
$80K ﹤0.01%
2,583
+2,001
2019
$80K ﹤0.01%
50,000
2020
$79K ﹤0.01%
2,400
2021
$79K ﹤0.01%
+2,843
2022
$79K ﹤0.01%
2,795
+185
2023
$79K ﹤0.01%
1,033
+3
2024
$79K ﹤0.01%
1,008
+1
2025
$79K ﹤0.01%
3,552
79 80
81
82 83