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
2226
$60K ﹤0.01%
4,610
+382
2227
$60K ﹤0.01%
1,564
+870
2228
$60K ﹤0.01%
2,016
+16
2229
$60K ﹤0.01%
1,518
+5
2230
$60K ﹤0.01%
547
+114
2231
$60K ﹤0.01%
1,787
2232
$60K ﹤0.01%
1,586
+16
2233
$60K ﹤0.01%
1,586
+33
2234
$60K ﹤0.01%
380
+87
2235
$60K ﹤0.01%
+462
2236
$60K ﹤0.01%
4,845
2237
$60K ﹤0.01%
1,227
+66
2238
$60K ﹤0.01%
767
-122
2239
$60K ﹤0.01%
328
+13
2240
$60K ﹤0.01%
2,342
2241
$60K ﹤0.01%
3,548
2242
$60K ﹤0.01%
+2,000
2243
$59K ﹤0.01%
52
2244
$59K ﹤0.01%
18,000
2245
$59K ﹤0.01%
1,210
2246
$59K ﹤0.01%
1,667
+120
2247
$59K ﹤0.01%
1,236
+334
2248
$59K ﹤0.01%
1,463
+233
2249
$59K ﹤0.01%
652
+112
2250
$59K ﹤0.01%
3,800
88 89
90
91 92