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
2176
$65K ﹤0.01%
+2,569
2177
$65K ﹤0.01%
30,087
+140
2178
$65K ﹤0.01%
+2,598
2179
$65K ﹤0.01%
2,391
+904
2180
$65K ﹤0.01%
737
+48
2181
$65K ﹤0.01%
1,586
+1,181
2182
$64K ﹤0.01%
+1,080
2183
$64K ﹤0.01%
2,704
-4,855
2184
$64K ﹤0.01%
4,661
+228
2185
$64K ﹤0.01%
1,254
2186
$64K ﹤0.01%
2,180
+1,058
2187
$64K ﹤0.01%
992
+724
2188
$64K ﹤0.01%
+1,000
2189
$64K ﹤0.01%
496
+196
2190
$64K ﹤0.01%
4,482
+300
2191
$64K ﹤0.01%
1,536
+201
2192
$64K ﹤0.01%
1,381
2193
$63K ﹤0.01%
1,653
2194
$63K ﹤0.01%
538
+12
2195
$63K ﹤0.01%
1,754
+228
2196
$63K ﹤0.01%
892
+172
2197
$63K ﹤0.01%
1,019
+237
2198
$63K ﹤0.01%
1,902
+221
2199
$63K ﹤0.01%
2,124
-22
2200
$63K ﹤0.01%
+75
86 87
88
89 90