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
2026
$79K ﹤0.01%
27,412
2027
$79K ﹤0.01%
7,400
2028
$79K ﹤0.01%
1,575
-11
2029
$79K ﹤0.01%
8,200
2030
$79K ﹤0.01%
20,607
2031
$78K ﹤0.01%
2,676
+566
2032
$78K ﹤0.01%
591
+6
2033
$78K ﹤0.01%
1,202
-98
2034
$78K ﹤0.01%
1,583
+7
2035
$78K ﹤0.01%
1,221
+160
2036
$77K ﹤0.01%
+7,676
2037
$77K ﹤0.01%
3,855
2038
$77K ﹤0.01%
2,447
2039
$77K ﹤0.01%
1,861
2040
$77K ﹤0.01%
1,868
2041
$77K ﹤0.01%
2,432
+197
2042
$77K ﹤0.01%
2,570
+39
2043
$77K ﹤0.01%
5,655
+149
2044
$77K ﹤0.01%
49
+48
2045
$77K ﹤0.01%
1,475
+38
2046
$77K ﹤0.01%
6,562
2047
$77K ﹤0.01%
3,216
2048
$76K ﹤0.01%
1,717
+123
2049
$76K ﹤0.01%
12,066
+881
2050
$76K ﹤0.01%
1,250
-185
80 81
82
83 84