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
2126
$69K ﹤0.01%
923
+69
2127
$69K ﹤0.01%
2,056
+444
2128
$69K ﹤0.01%
1,000
2129
$69K ﹤0.01%
1,119
-397
2130
$69K ﹤0.01%
2,983
+576
2131
$69K ﹤0.01%
12,705
+12,500
2132
$69K ﹤0.01%
5,018
2133
$69K ﹤0.01%
3,444
+1,042
2134
$69K ﹤0.01%
511
2135
$69K ﹤0.01%
15,750
2136
$68K ﹤0.01%
2,169
+42
2137
$68K ﹤0.01%
+3,472
2138
$68K ﹤0.01%
5,494
+5,456
2139
$68K ﹤0.01%
1,640
-76
2140
$68K ﹤0.01%
1,482
+24
2141
$68K ﹤0.01%
659
+189
2142
$68K ﹤0.01%
707
+12
2143
$68K ﹤0.01%
486
+109
2144
$68K ﹤0.01%
1,221
2145
$68K ﹤0.01%
595
+1
2146
$68K ﹤0.01%
1,976
+200
2147
$68K ﹤0.01%
1,079
2148
$68K ﹤0.01%
2,241
2149
$67K ﹤0.01%
1,126
+187
2150
$67K ﹤0.01%
1,110
+73
84 85
86
87 88