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
2076
$74K ﹤0.01%
966
+97
2077
$74K ﹤0.01%
9,718
+9,199
2078
$74K ﹤0.01%
513
+15
2079
$74K ﹤0.01%
899
+222
2080
$74K ﹤0.01%
6,313
+4,250
2081
$74K ﹤0.01%
123
2082
$74K ﹤0.01%
+2,931
2083
$73K ﹤0.01%
1,071
+99
2084
$73K ﹤0.01%
140
+120
2085
$73K ﹤0.01%
1,450
+50
2086
$73K ﹤0.01%
1,237
+39
2087
$73K ﹤0.01%
2,904
+1,924
2088
$73K ﹤0.01%
2,916
+2,109
2089
$73K ﹤0.01%
1,560
+340
2090
$73K ﹤0.01%
1,387
+3
2091
$73K ﹤0.01%
459
+267
2092
$73K ﹤0.01%
3,040
-261
2093
$73K ﹤0.01%
920
2094
$72K ﹤0.01%
6,000
+5,600
2095
$72K ﹤0.01%
1,369
+147
2096
$72K ﹤0.01%
1,000
2097
$72K ﹤0.01%
737
-81
2098
$72K ﹤0.01%
1,529
+245
2099
$72K ﹤0.01%
1,064
+234
2100
$72K ﹤0.01%
2,695
+90
82 83
84
85 86