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
2201
$63K ﹤0.01%
626
+53
2202
$63K ﹤0.01%
2,834
+158
2203
$63K ﹤0.01%
4,030
2204
$63K ﹤0.01%
2,500
2205
$62K ﹤0.01%
3,323
+943
2206
$62K ﹤0.01%
1,580
+86
2207
$62K ﹤0.01%
362
-2
2208
$62K ﹤0.01%
1,681
-90
2209
$62K ﹤0.01%
584
+60
2210
$62K ﹤0.01%
2,247
+809
2211
$62K ﹤0.01%
1,288
+44
2212
$62K ﹤0.01%
1,700
-4,000
2213
$62K ﹤0.01%
1,789
2214
$62K ﹤0.01%
260
+23
2215
$61K ﹤0.01%
2,416
2216
$61K ﹤0.01%
2,443
-93
2217
$61K ﹤0.01%
660
2218
$61K ﹤0.01%
1,984
2219
$61K ﹤0.01%
4,942
2220
$61K ﹤0.01%
1,254
+151
2221
$61K ﹤0.01%
3,300
2222
$61K ﹤0.01%
7,326
+242
2223
$61K ﹤0.01%
2,435
+389
2224
$60K ﹤0.01%
3,095
+1,168
2225
$60K ﹤0.01%
1,627
+1,620
87 88
89
90 91