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
2151
$67K ﹤0.01%
1,257
+4
2152
$67K ﹤0.01%
3,000
+1,000
2153
$67K ﹤0.01%
4,331
2154
$67K ﹤0.01%
2,932
+2,712
2155
$67K ﹤0.01%
153
-23
2156
$67K ﹤0.01%
2,945
2157
$67K ﹤0.01%
2,345
2158
$67K ﹤0.01%
92
+29
2159
$67K ﹤0.01%
3,250
2160
$67K ﹤0.01%
1,227
+541
2161
$67K ﹤0.01%
1,017
2162
$67K ﹤0.01%
3,214
2163
$67K ﹤0.01%
104
+22
2164
$67K ﹤0.01%
10,000
2165
$66K ﹤0.01%
1,093
+214
2166
$66K ﹤0.01%
1,322
2167
$66K ﹤0.01%
2,604
+372
2168
$66K ﹤0.01%
2,094
+142
2169
$66K ﹤0.01%
929
+36
2170
$66K ﹤0.01%
1,598
2171
$66K ﹤0.01%
4,516
2172
$66K ﹤0.01%
+2,662
2173
$65K ﹤0.01%
2,525
-3
2174
$65K ﹤0.01%
1,918
+359
2175
$65K ﹤0.01%
3,706
85 86
87
88 89