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
2101
$72K ﹤0.01%
9,608
+383
2102
$72K ﹤0.01%
2,050
+200
2103
$72K ﹤0.01%
1,182
+10
2104
$72K ﹤0.01%
2,815
2105
$72K ﹤0.01%
1,539
+461
2106
$72K ﹤0.01%
+2,881
2107
$71K ﹤0.01%
5,482
2108
$71K ﹤0.01%
1,685
2109
$71K ﹤0.01%
2,095
2110
$71K ﹤0.01%
2,180
+203
2111
$71K ﹤0.01%
958
+294
2112
$71K ﹤0.01%
1,528
+376
2113
$71K ﹤0.01%
2,903
+57
2114
$71K ﹤0.01%
3,513
+81
2115
$70K ﹤0.01%
14,011
+1,000
2116
$70K ﹤0.01%
2,064
2117
$70K ﹤0.01%
14,556
+1,860
2118
$70K ﹤0.01%
482
+447
2119
$70K ﹤0.01%
770
+166
2120
$70K ﹤0.01%
4,098
2121
$70K ﹤0.01%
2,264
+162
2122
$70K ﹤0.01%
2,661
2123
$70K ﹤0.01%
1,386
+975
2124
$70K ﹤0.01%
1,855
+1,589
2125
$69K ﹤0.01%
1,175
+408
83 84
85
86 87