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
2051
$76K ﹤0.01%
1,308
+274
2052
$76K ﹤0.01%
4,073
+3,375
2053
$76K ﹤0.01%
716
-231
2054
$76K ﹤0.01%
697
+491
2055
$76K ﹤0.01%
+2,496
2056
$76K ﹤0.01%
665
-29
2057
$76K ﹤0.01%
2,469
+183
2058
$76K ﹤0.01%
1,199
+520
2059
$75K ﹤0.01%
3,394
+2,303
2060
$75K ﹤0.01%
1,657
2061
$75K ﹤0.01%
875
+467
2062
$75K ﹤0.01%
1,497
+53
2063
$75K ﹤0.01%
1,167
+7
2064
$75K ﹤0.01%
2,965
+5
2065
$75K ﹤0.01%
1,254
-96
2066
$75K ﹤0.01%
2,362
+137
2067
$75K ﹤0.01%
+2,992
2068
$74K ﹤0.01%
4,863
+414
2069
$74K ﹤0.01%
1,600
+67
2070
$74K ﹤0.01%
1,532
+728
2071
$74K ﹤0.01%
1,597
+291
2072
$74K ﹤0.01%
3,719
2073
$74K ﹤0.01%
972
+216
2074
$74K ﹤0.01%
2,174
+399
2075
$74K ﹤0.01%
1,597
+352
81 82
83
84 85